TIMELESS PORTFOLIO SOLUTIONS, INC.
CRD #124793 SEC #801-61742 HUDSON, OH 330-653-3218
SEC Registered
Total AUM
$16.5M
Discretionary
$7M
Employees
5
Clients
--
Accounts
336
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAYERNIK, GREGORY, GIRARD | I | CHIEF PORTFOLIO MANAGER | NA | Control |
| MAYERNIK, GREGORY, GIRARD | I | CHIEF PORTFOLIO MANAGER | NA | Control |
| MAYERNIK, GREGORY, GIRARD | I | CHIEF PORTFOLIO MANAGER | NA | Control |
| BROOKS, DUSTIN, TODD | I | PRESIDENT, DIRECTOR | E | Control |
| BROOKS, DUSTIN, TODD | I | PRESIDENT, DIRECTOR | E | Control |
| BROOKS, DUSTIN, TODD | I | PRESIDENT, DIRECTOR | E | Control |
| BROOKS, DUSTIN, TODD | I | PRESIDENT, DIRECTOR | E | Control |
Registrations
Federal
IA
Jul 9, 2004 REGISTERED
Notice Filings (1)
GA
Address
5603 DARROW ROADSTE 400
HUDSON, OH 44236
USA
Phone: 330-653-3218