TIM LOONEY INVESTMENTS, LLC
CRD #164413 SEC #801-76731 LONGWOOD, FL 407-331-6961
SEC Registered
Total AUM
$426.7M
Discretionary
$0
Employees
4
Clients
11
Accounts
1,305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $426.7M | $0 | $426.7M | 4 | 2 |
| Feb 2025 | $426.7M | $0 | $426.7M | 4 | 2 |
| Mar 2024 | $362.3M | $362.3M | $0 | 4 | 2 |
| Feb 2024 | $362.3M | $362.3M | $0 | 4 | 2 |
| May 2023 | $312.2M | $312.2M | $0 | 3 | 2 |
| Jan 2023 | $312.2M | $312.2M | $0 | 3 | 2 |
| Dec 2022 | $308.7M | $0 | $308.7M | 2 | 2 |
| Aug 2022 | $308.7M | $0 | $308.7M | 1 | 2 |
| Jul 2022 | $338.3M | $0 | $338.3M | 1 | 2 |
| Apr 2022 | $338.3M | $0 | $338.3M | 2 | 2 |
| Jan 2022 | $338.3M | $0 | $338.3M | 3 | 2 |
| Jan 2021 | $288.1M | $0 | $288.1M | 3 | 4 |
| Dec 2020 | $266.3M | $0 | $266.3M | 4 | 4 |
| May 2020 | $266.3M | $0 | $266.3M | 4 | 4 |
| Feb 2020 | $266.3M | $0 | $266.3M | 4 | 4 |
| Sep 2019 | $221.2M | $0 | $221.2M | 4 | 4 |
| Feb 2019 | $221.2M | $0 | $221.2M | 4 | 4 |
| Mar 2018 | $221.8M | $0 | $221.8M | 3 | 6 |
| Nov 2017 | $221.1M | $0 | $221.1M | 3 | 0 |
| Oct 2017 | $221.1M | $0 | $221.1M | 3 | 0 |
| Sep 2017 | $208.7M | $0 | $208.7M | 4 | 400 |
| Feb 2017 | $187.5M | $0 | $187.5M | 4 | 400 |
| Jul 2016 | $157.7M | $0 | $157.7M | 4 | 300 |
| Feb 2016 | $157.7M | $0 | $157.7M | 4 | 300 |
| Feb 2016 | $157.7M | $0 | $157.7M | 3 | 300 |
| Apr 2015 | $153.1M | $0 | $153.1M | 3 | 300 |
| Feb 2015 | $149.1M | $0 | $149.1M | 3 | 300 |
| Mar 2014 | $133.4M | $0 | $133.4M | 3 | 250 |
| Jan 2014 | $133.4M | $0 | $133.4M | 3 | 250 |
| Apr 2013 | $114.8M | $0 | $114.8M | 3 | 200 |
| Mar 2013 | $114.8M | $0 | $114.8M | 2 | 200 |
| Feb 2013 | $101M | $0 | $101M | 1 | 500 |
| Sep 2012 | $92.9M | $0 | $92.9M | -- | 0 |
| Aug 2012 | $92.9M | $0 | $92.9M | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
DateNov 2025
Total AUM$426.7M
Discretionary$0
Non-Disc.$426.7M
Employees4
Clients2
DateFeb 2025
Total AUM$426.7M
Discretionary$0
Non-Disc.$426.7M
Employees4
Clients2
DateMar 2024
Total AUM$362.3M
Discretionary$362.3M
Non-Disc.$0
Employees4
Clients2
DateFeb 2024
Total AUM$362.3M
Discretionary$362.3M
Non-Disc.$0
Employees4
Clients2
DateMay 2023
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees3
Clients2
DateJan 2023
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees3
Clients2
DateDec 2022
Total AUM$308.7M
Discretionary$0
Non-Disc.$308.7M
Employees2
Clients2
DateAug 2022
Total AUM$308.7M
Discretionary$0
Non-Disc.$308.7M
Employees1
Clients2
DateJul 2022
Total AUM$338.3M
Discretionary$0
Non-Disc.$338.3M
Employees1
Clients2
DateApr 2022
Total AUM$338.3M
Discretionary$0
Non-Disc.$338.3M
Employees2
Clients2
DateJan 2022
Total AUM$338.3M
Discretionary$0
Non-Disc.$338.3M
Employees3
Clients2
DateJan 2021
Total AUM$288.1M
Discretionary$0
Non-Disc.$288.1M
Employees3
Clients4
DateDec 2020
Total AUM$266.3M
Discretionary$0
Non-Disc.$266.3M
Employees4
Clients4
DateMay 2020
Total AUM$266.3M
Discretionary$0
Non-Disc.$266.3M
Employees4
Clients4
DateFeb 2020
Total AUM$266.3M
Discretionary$0
Non-Disc.$266.3M
Employees4
Clients4
DateSep 2019
Total AUM$221.2M
Discretionary$0
Non-Disc.$221.2M
Employees4
Clients4
DateFeb 2019
Total AUM$221.2M
Discretionary$0
Non-Disc.$221.2M
Employees4
Clients4
DateMar 2018
Total AUM$221.8M
Discretionary$0
Non-Disc.$221.8M
Employees3
Clients6
DateNov 2017
Total AUM$221.1M
Discretionary$0
Non-Disc.$221.1M
Employees3
Clients0
DateOct 2017
Total AUM$221.1M
Discretionary$0
Non-Disc.$221.1M
Employees3
Clients0
DateSep 2017
Total AUM$208.7M
Discretionary$0
Non-Disc.$208.7M
Employees4
Clients400
DateFeb 2017
Total AUM$187.5M
Discretionary$0
Non-Disc.$187.5M
Employees4
Clients400
DateJul 2016
Total AUM$157.7M
Discretionary$0
Non-Disc.$157.7M
Employees4
Clients300
DateFeb 2016
Total AUM$157.7M
Discretionary$0
Non-Disc.$157.7M
Employees4
Clients300
DateFeb 2016
Total AUM$157.7M
Discretionary$0
Non-Disc.$157.7M
Employees3
Clients300
DateApr 2015
Total AUM$153.1M
Discretionary$0
Non-Disc.$153.1M
Employees3
Clients300
DateFeb 2015
Total AUM$149.1M
Discretionary$0
Non-Disc.$149.1M
Employees3
Clients300
DateMar 2014
Total AUM$133.4M
Discretionary$0
Non-Disc.$133.4M
Employees3
Clients250
DateJan 2014
Total AUM$133.4M
Discretionary$0
Non-Disc.$133.4M
Employees3
Clients250
DateApr 2013
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees3
Clients200
DateMar 2013
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees2
Clients200
DateFeb 2013
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees1
Clients500
DateSep 2012
Total AUM$92.9M
Discretionary$0
Non-Disc.$92.9M
Employees--
Clients0
DateAug 2012
Total AUM$92.9M
Discretionary$0
Non-Disc.$92.9M
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0