Wallender, Timothy Joseph

Wallender, Timothy Joseph (CRD# 138301) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $99,045,795 in 227 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1129 Highland Ave #203, Manhattan Beach, CA 90266
https://www.strategicindex.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $436,325
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wallender, Timothy Joseph
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Wallender, financial advisor Manhattan Beach CA
Timothy Wallender
CRD#: 2539920
1129 Highland Ave #203, Manhattan Beach, CA 90266

Timothy Wallender (CRD# 2539920) is an Investment Advisor Representative working at Wallender, Timothy Joseph in Manhattan Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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