# TIMESCALE FINANCIAL, INC.

TIMESCALE FINANCIAL, INC. of DANVERS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 186511
- Type: SEC-registered investment adviser
- SEC file number: 801-87168
- Location: 222 ROSEWOOD DRIVE, 2ND FLOOR, DANVERS, MA, 01923
- Phone: (978) 777-3116
- Latest filing: 2023-03-29
- Regulatory AUM: $717.3M
- Discretionary AUM: $711.8M
- Non-discretionary AUM: $5.5M
- Clients: 20
- Accounts: 2,447

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| CARUSO DAVID ALEXANDER | MANAGING MEMBER; MANAGING MEMBER / FOUNDING CHAIRMAN AND MANAGING DIRECTOR | — |
| HORROCKS JAMES FRANKEL | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER / PRESIDENT / SECRETARY / TREASURER; MANAGING MEMBER / MANAGING DIRECTOR; MANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| KENDALL KATELYNN J | CHIEF COMPLIANCE OFFICER | — |
| TREMBLAY NEIL JOSEPH | MANAGING DIRECTOR / PRESIDENT OF INSTITUTIONAL SERVICES; MEMBER / PRESIDENT OF INSTITUTIONAL SERVICES | — |
| KENDALL KATELYNN JULIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/186511/brochure
- Similar advisers: https://search.stillhousedata.com/firm/186511/similar
- Related entities: https://search.stillhousedata.com/firm/186511/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/186511

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.