Timeless Investment Management & Research, LLC (Chicago)
Timeless Investment Management & Research, LLC is a large advisory firm based in Chicago. It manages $94.12 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.
Timeless Investment Management & Research provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Timeless Investment Management & Research: assets under management
The assets under management (AUM) of Timeless Investment Management & Research, LLC is $94.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Timeless Investment Management & Research, LLC for their services and products based on a percentage of assets under management. 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.
Careers at Timeless Investment Management & Research, LLC
Michael Curtis Wolcott has been acting as President since 1 Aug 2002. Patrick Joseph Wolcott joined the executive team most recently as the Principal, Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 8 indirect owners.Based in Chicago
The principal office where Timeless Investment Management & Research, LLC performs its advisory services is located at 300 West Hubbard, Chicago, IL 60610, 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 312.578.9595 or by fax 312.578.9696. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.timr.com.
Registered investment advisers similar to Timeless Investment Management & Research, LLC
- Seaside Advisory Services
- Waschka Capital Investment
- Capital Management Associates
- A & J Advisory Services
- Paramount Bio Capital Asset Management
- Goldstone Financial Group
- American Planning Group
- Allianz Capital Partners Of America
- Fintan Partners
- Redwood Financial Network Corp
- Core Asset Management
- Trust House
- Toomey Investment Management
- ALPhasource Investment Counsel
- Tucker, Robert Eugene