WALLENDER, TIMOTHY JOSEPH
CRD #138301 SEC #801-131292 MANHATTAN BEACH, CA 310-318-3255
SEC Registered
Total AUM
$114.9M
Discretionary
$114.9M
Employees
1
Clients
101
Accounts
295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $114.9M | $114.9M | $0 | 1 | 0 |
| Dec 2024 | $114.9M | $114.9M | $0 | 1 | 0 |
| Nov 2024 | $114.9M | $114.9M | $0 | 1 | 0 |
| Sep 2024 | $114.9M | $114.9M | $0 | 1 | 0 |
DateMay 2025
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees1
Clients0