Tim Looney Investments, LLC
● SEC registered since 2012CRD 164413SEC# 801-76731Longwood, FL
Reg. AUM
$490.3M
Employees
4
Accounts
1,255
Location
Longwood, FL
Tim Looney Investments, LLC assets under management
Tim Looney Investments, LLC is an investment advisory firm registered with the SEC based in Longwood, FL. The firm has been registered since 2012. It reports $490.3 million in regulatory assets under management and employs 4 people.
Tim Looney Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian M Flanagan Control | Member | 25-50% | 2023 |
| John McCully Control | Member/Cco | 25-50% | 2023 |
| Timothy Gerard Looney Control | Managing Member | 50-75% | 2012 |
Frequently asked questions
How much does Tim Looney Investments, LLC manage?
Tim Looney Investments, LLC reports $490.3 million in regulatory assets under management on its Form ADV.
How many employees does Tim Looney Investments, LLC have?
Tim Looney Investments, LLC reports 4 employees.
Where is Tim Looney Investments, LLC located?
Tim Looney Investments, LLC is based in Longwood, FL and has been SEC-registered since 2012.
Does Tim Looney Investments, LLC disclose fund performance?
Tim Looney Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2180 Sr 434, Suite 6140, Longwood, FL 32779 |
| Phone | 407-331-6961 |
| Fax | 888-807-6590 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$490.3M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$490.3Mregulatory AUM
Discretionary $0Non-discretionary $490.3M