$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
27 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-1999
- Office Locations
- 1
Office Locations
-- Creedmoor NC
About Unlimited Timing Service INC
Unlimited Timing Service INC is a Creedmoor-based RIA. The firm has been operating for 27 years. Managing $5.9M in total assets under management, They custody assets with Interactive Brokers.
Team overview
68 AVG AGE
-- AVG AUM / ADVISOR
$80.1K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
0 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
G
GARY ALAN BALUNAS
President, Registered Investment Advisor
- CRD
- #855228
- Ownership
- 75% or more
Available
Available
Available
C
CARMEL BALUNAS
Registered Investment Advisor, Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,907,706 | -- |
| Non-Discretionary | $18,444 | -- |
| Total | $5,926,150 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Total | Available | Available |
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