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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2012
- Office Locations
- 1
Office Locations
About TIM Looney Investments, LLC
Tim Looney Investments, LLC is a Florida-based RIA providing investment management and comprehensive financial planning across retirement, estate planning, and risk management, with an emphasis on minimizing taxes and expenses. Services are offered as an ongoing relationship, annual review, or one-time financial plan, serving both retail and institutional clients and commonly using ETFs and mutual funds for asset allocation.
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Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
TIMOTHY GERARD LOONEY
Investment Advisor, Managing Member
- CRD
- #1803045
- Ownership
- 50% but less than 75%
BRIAN M FLANAGAN
Investment Advisor Representative
- CRD
- #4728629
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $490,256,479 | $390,643 |
| Total | $490,256,479 | $390,643 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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