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TIM LOONEY INVESTMENTS, LLC
CRD 164413 · SEC 801-76731
2180 SR 434, SUITE 6140, LONGWOOD, FL, 32779, United States
Phone
407-331-6961
Fax
888-807-6590
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$490.3M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 381 | $128.9M |
| High net worth individuals | 123 | $361.1M |
| Charitable organizations | 1 | $218K |
States served
CO, GA, LA, NE, NJ, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD