TYME ADVISORS

Latest filing: Feb 15, 2024 (258 days ago)

AUM

$532,237,783
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

1
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

PLANO, TX
5851 LEGACY CIRCLE, PLANO, TX, UNITED STATES, 75024

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.5
Total $0.5
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.5
Total $0.5
Retail Accounts AUM
Individual 58 $0.0
Average Individual AUM $75,306
HNW 15 $0.0
Average HNW AUM $854,799
Retail Total 73 $0.0
Average Retail AUM $235,476

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. NEW YORK-NY-USA $0.5

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.5
Retail SMA AUM $0.0
Institutional SMA AUM $0.5
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
VALKYRIE EQUITIES CORPORATION $0.0 broker-dealer 155936

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
HERZOG, TAYLOR, ROSS CEO, CIO, CCO

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
TAYLOR HERZOG PLANO TX S63|2020-12-13 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.5 $0.0 0% 1 0 0%
2024-04-02 $0.5 $0.0 0% 1 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TX-09/09/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV