T
$7.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2002
- Office Locations
- 1
Office Locations
-- Houston TX
About Timothy L. Conner
Timothy L. Conner is a Houston-based RIA. The firm has been operating for 23 years. Managing $7.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$7.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Investment Themes
Available
Owner & Executives
T
TIMOTHY LEE CONNER
--
- CRD
- #4561601
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,235,000 | -- |
| Non-Discretionary | $993,625 | -- |
| Total | $7,228,625 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Other:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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