Portfolio Timing Service is a large advisory firm based in North Haven. It manages $180.12 million of regulatory assets for 802 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.
Portfolio Timing Service provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Portfolio Timing Service is $180.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Portfolio Timing Service 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.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Portfolio Timing Service is individuals with 690 clients and $81.62 million of assets under management. Among the 6 most similar advisory firms, Portfolio Timing Service has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $169.93 million for 800 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Portfolio Timing Service doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 150 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Portfolio Timing Service performs its advisory services is located at 565 Washington Avenue, North Haven, CT 06473, 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 203-234-9499 or by fax 203-234-9550. The normal business hours are 9 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at ptsmanagement.com.