A
CRD: 327989
About Time Financial Planning
Rochester, NY
5855327479
$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2023
- Office Locations
- 1
Office Locations
-- Rochester NY
About About Time Financial Planning
About Time Financial Planning is a Rochester-based RIA. The firm has been operating for 2 years. Managing $20.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$20.4M AVG AUM / ADVISOR
$391.8K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Crest eagle Oak alpha Momentum
Investment Themes
Legacy Wave Value Radial Optima crest
Investment Vehicles
Beacon alpha
Services
Bridge Element Radial Quantum Pathway meridian
Owner & Executives
Kathryn Lin Kubiak-Rizzone
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #7358547
- Ownership
- 75% or more
(666) 758-2481
oak.pioneer@vertexcapital.com
in linkedin.com/in/north-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,373,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,373,903 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,373,903
Public Funds:
34.2% Equity - Exchange:
40.9% Cash:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,900,008,802 | 34.2% |
| Equity - Exchange | $2,272,232,748 | 40.9% |
| Cash | $1,383,339,741 | 24.9% |
| Total | $5,555,581,291 | 100.0% |