TIMELESS PORTFOLIO SOLUTIONS, INC.
TIMELESS PORTFOLIO SOLUTIONS, INC. of HUDSON, OH is an SEC-registered investment adviser (CRD 124793). Regulatory assets under management: $16.5M.
Registration
- CRD: 124793
- SEC file number: 801-61742
- Type: Registered investment adviser
- Location: 5603 DARROW ROAD, STE 400, HUDSON, OH, 44236
- Phone: 330-653-3218
- Latest filing: 2004-07-09
- Regulatory AUM: $16.5M
- Discretionary AUM: $7.0M
- Non-discretionary AUM: $9.5M
- Clients: 1
- Accounts: 336
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| BROOKS DUSTIN TODD | PRESIDENT, DIRECTOR | — |
| CHAN VALERIE C | SEC., TREAS., DIRECTOR | — |
| MAYERNIK GREGORY GIRARD | CHIEF PORTFOLIO MANAGER | — |
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