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Tim Looney Investments
Tim Looney Investments, LLC is an independent SEC Registered Investment Advisor located in Central Florida. As a Registered Investment Advisor they have a...
Tim Looney Investments
Tim Looney Investments, LLC is an independent SEC Registered Investment Advisor located in Central Florida. As a Registered Investment Advisor they have a fiduciary obligation to put clients' interests first. Their comprehensive approach covers investing, retirement planning, estate planning, and risk management while focusing on the minimization of taxes and expenses. Services can be provided as an ongoing process, annual review, or one-time financial plan.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Longwood
Corporate office
Longwood, FL, United States
Principals
Tim Looney
Principal
Frequently asked questions
Does the firm manage external capital or solely proprietary assets?
The entity's classification as a bank, wealth, or trust structure leaves open the possibility of managing client assets alongside proprietary capital. Given the absence of public marketing, the firm does not appear to actively solicit third-party LP commitments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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