CRD: 138301
Wallender, Timothy Joseph
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2021
- Office Locations
- 1
Office Locations
About Wallender, Timothy Joseph
Strategic Index Money Management (SIMM) is a fee-only CFP practice led by Timothy Wallender providing portfolio management and retirement-focused planning, including 401(k)/IRA rollovers, pension plan support, and post-death transfers. Portfolios follow Modern Portfolio Theory, using diversified domestic index funds plus international/other asset classes, optimized to client risk targets with low turnover and periodic rebalancing using no-load, no-commission funds.
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Owner & Executives
TIMOTHY WALLENDER
Chief Compliance Officer, Director, Owner
- CRD
- #2539920
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,315,774 | $534,303 |
| Non-Discretionary | $0 | -- |
| Total | $137,315,774 | $534,303 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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