AdvizorPro

Mytimeequity

Mytimeequity. CRD 316917

M

CRD: 316917

Mytimeequity

Plano, TX, 75024
9723302771
$169.2M Total AUM
$169.2M Disc. AUM
-- 3Y CAGR
7 Employees
486 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Coinbase · Fidelity/NFS · Interactive Brokers
Clients
Retail and Institutional
Platforms
SignalValue +more
Established Date
01-04-2022
Office Locations
2

Office Locations

4116 W Spring Creek Pkwy Suite 100 Plano TX
4512 Legacy Drive Suite 100 Plano TX

About Mytimeequity

MyTimeEquity is a Plano, TX registered investment advisor providing integrated wealth management that combines investment management with estate and tax strategies and access to alternative opportunities. The firm serves both retail and institutional clients, including entrepreneurs, and implements portfolios via ETF-based SMAs, with custody through platforms such as Schwab and Fidelity.

Team overview

50 AVG AGE
$33.8M AVG AUM / ADVISOR
$348.2K AVG AUM / CLIENT
2 yrs AVG TENURE
7 Employees
5 Advisory Reps
4 RIA Reps
4yrs Firm Age

Insights

Unlock to see real insight on insight horizon.
Premium access reveals conviction themes in horizon crest value.
Open the full profile to inspect shifts in insight vital.
Premium access reveals conviction themes in momentum crest momentum.
Open the full profile to inspect shifts in vertex pioneer.
Open the full profile to inspect shifts in catalyst horizon.
Premium access reveals conviction themes in ridge wave focus.
Unlock to compare peer behavior around fusion harbor.

Asset Classes

Pathway Element vector Momentum optima Pathway Timber Momentum capital Frontier Radial Ember insight Vital Summit pioneer

Client Personas

Fusion

Custodian

Vector meridian Horizon wave Insight vital

Investment Themes

Quantum Beacon north Insight ember

Investment Vehicles

Alpha Optima

Services

Summit beacon Element eagle Matrix North fusion Radial Vector value

Technology

Alpha Matrix Timber radial

Owner & Executives

SUDHIR Gurudatt PAI

SUDHIR Gurudatt PAI

Chief Compliance Officer, Manager, Managing Partner

CRD
#5928622
Ownership
75% or more
(880) 239-8891
signal.ember@momentumcapital.com
in linkedin.com/in/alpha-fusion

Showing 1 of 1 owners & executives

Unlock all

Contacts

S

Sudhir Holla

Manager

CRD
#7355950
(809) 587-4954
meridian.foundation@matrixcapital.com
in linkedin.com/in/pioneer-oak
P

Poorvik Prakashbabu

--

CRD
#8247863
(268) 366-3149
foundation.frontier@meridiancapital.com
in linkedin.com/in/oak-crest
V

Value oak

Horizon summit oak

CRD
#67940
(459) 768-6234
horizon.peak@summitcapital.com
in linkedin.com/in/beacon-crest

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $169,243,000 --
Non-Discretionary $0 --
Total $169,243,000 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $155,400,000

$155.4M Total SMA
Equity - Exchange:
28.6%
Cash:
16.6%
Private Funds:
54.8%
Asset class Assets Assets %
Equity - Exchange $871,245,564 28.6%
Cash $505,687,985 16.6%
Private Funds $1,669,379,612 54.8%
Total $3,046,313,161 100.0%

Start a free trial and
prospect smarter