Securities Management & Timing, Inc. (Traverse City)

Name: Securities Management & Timing, Inc.
Address: 205 West 10 Th Street, Traverse City, MI, 49684 3130
Telephone: 231-947-8200

Securities Management & Timing, Inc. is an internet adviser based in Traverse City. It manages $6.9 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001.

Securities Management & Timing provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Securities Management & Timing: assets under management

The assets under management (AUM) of Securities Management & Timing, Inc. is $6.9 million. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.5 million in discretionary accounts and $1.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $687.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $466.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Securities Management & Timing, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Traverse City

The principal office where Securities Management & Timing, Inc. performs its advisory services is located at 205 West 10 Th Street, Traverse City, MI 49684 3130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 231-947-8200 or by fax 231-947-0236. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.securitiesmgmt.com.

Securities Management & Timing, Inc. (Traverse City)

Securities Management & Timing: assets under management

Fees & Commissions

Based in Traverse City

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