TIMESCALE FINANCIAL, INC.
CRD #186511 SEC #801-87168 DANVERS, MA (978) 777-3116
SEC Registered
Total AUM
$717.3M
Discretionary
$711.8M
Employees
20
Clients
11
Accounts
2,447
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $717.3M | $711.8M | $5.5M | 20 | 110 |
| Nov 2022 | $802.4M | $796.5M | $5.9M | 18 | 99 |
| Mar 2022 | $802.4M | $796.5M | $5.9M | 18 | 99 |
| Dec 2021 | $674.2M | $669.7M | $4.6M | 16 | 2 |
| May 2021 | $674.2M | $669.7M | $4.6M | 16 | 2 |
| May 2021 | $674.2M | $669.7M | $4.6M | 16 | 2 |
| Apr 2021 | $674.2M | $669.7M | $4.6M | 16 | 2 |
| Mar 2021 | $674.2M | $669.7M | $4.6M | 16 | 2 |
| Sep 2020 | $597.6M | $594.5M | $3.1M | 15 | 6 |
| Sep 2020 | $597.6M | $594.5M | $3.1M | 15 | 6 |
| Jun 2020 | $597.6M | $594.5M | $3.1M | 15 | 6 |
| Mar 2020 | $597.6M | $594.5M | $3.1M | 15 | 6 |
| Nov 2019 | $499.9M | $499.4M | $417.7K | 17 | 69 |
| Apr 2019 | $499.9M | $499.4M | $417.7K | 17 | 69 |
| Mar 2019 | $499.9M | $499.4M | $417.7K | 17 | 69 |
| Jan 2019 | $517M | $516.5M | $500K | 15 | 0 |
| Oct 2018 | $517M | $516.5M | $500K | 15 | 0 |
| Aug 2018 | $517M | $516.5M | $500K | 15 | 0 |
| Jun 2018 | $517M | $516.5M | $500K | 15 | 0 |
| Mar 2018 | $517M | $516.5M | $500K | 15 | 0 |
| Mar 2018 | $517M | $516.5M | $500K | 15 | 0 |
| Nov 2017 | $1.1B | $410M | $665M | 15 | 0 |
| Aug 2017 | $1.1B | $410M | $665M | 15 | 700 |
| Aug 2017 | $1.1B | $410M | $665M | 15 | 700 |
| Feb 2017 | $1.1B | $410M | $665M | 15 | 700 |
| Jan 2017 | $375M | $375M | $0 | 15 | 500 |
| Dec 2016 | $375M | $375M | $0 | 15 | 500 |
| Aug 2016 | $375M | $375M | $0 | 15 | 500 |
| Apr 2016 | $375M | $375M | $0 | 15 | 500 |
| Apr 2016 | $375M | $375M | $0 | 15 | 500 |
| Mar 2016 | $375M | $375M | $0 | 15 | 500 |
| Aug 2015 | $320M | $316.3M | $3.7M | 15 | 500 |
| May 2015 | $0 | $0 | $0 | 15 | 0 |
| Apr 2015 | $0 | $0 | $0 | 15 | 0 |
| Apr 2015 | $0 | $0 | $0 | 15 | 0 |
| Apr 2015 | $0 | $0 | $0 | 15 | 0 |
| Mar 2015 | $0 | $0 | $0 | 15 | 0 |
DateMar 2023
Total AUM$717.3M
Discretionary$711.8M
Non-Disc.$5.5M
Employees20
Clients110
DateNov 2022
Total AUM$802.4M
Discretionary$796.5M
Non-Disc.$5.9M
Employees18
Clients99
DateMar 2022
Total AUM$802.4M
Discretionary$796.5M
Non-Disc.$5.9M
Employees18
Clients99
DateDec 2021
Total AUM$674.2M
Discretionary$669.7M
Non-Disc.$4.6M
Employees16
Clients2
DateMay 2021
Total AUM$674.2M
Discretionary$669.7M
Non-Disc.$4.6M
Employees16
Clients2
DateMay 2021
Total AUM$674.2M
Discretionary$669.7M
Non-Disc.$4.6M
Employees16
Clients2
DateApr 2021
Total AUM$674.2M
Discretionary$669.7M
Non-Disc.$4.6M
Employees16
Clients2
DateMar 2021
Total AUM$674.2M
Discretionary$669.7M
Non-Disc.$4.6M
Employees16
Clients2
DateSep 2020
Total AUM$597.6M
Discretionary$594.5M
Non-Disc.$3.1M
Employees15
Clients6
DateSep 2020
Total AUM$597.6M
Discretionary$594.5M
Non-Disc.$3.1M
Employees15
Clients6
DateJun 2020
Total AUM$597.6M
Discretionary$594.5M
Non-Disc.$3.1M
Employees15
Clients6
DateMar 2020
Total AUM$597.6M
Discretionary$594.5M
Non-Disc.$3.1M
Employees15
Clients6
DateNov 2019
Total AUM$499.9M
Discretionary$499.4M
Non-Disc.$417.7K
Employees17
Clients69
DateApr 2019
Total AUM$499.9M
Discretionary$499.4M
Non-Disc.$417.7K
Employees17
Clients69
DateMar 2019
Total AUM$499.9M
Discretionary$499.4M
Non-Disc.$417.7K
Employees17
Clients69
DateJan 2019
Total AUM$517M
Discretionary$516.5M
Non-Disc.$500K
Employees15
Clients0
DateOct 2018
Total AUM$517M
Discretionary$516.5M
Non-Disc.$500K
Employees15
Clients0
DateAug 2018
Total AUM$517M
Discretionary$516.5M
Non-Disc.$500K
Employees15
Clients0
DateJun 2018
Total AUM$517M
Discretionary$516.5M
Non-Disc.$500K
Employees15
Clients0
DateMar 2018
Total AUM$517M
Discretionary$516.5M
Non-Disc.$500K
Employees15
Clients0
DateMar 2018
Total AUM$517M
Discretionary$516.5M
Non-Disc.$500K
Employees15
Clients0
DateNov 2017
Total AUM$1.1B
Discretionary$410M
Non-Disc.$665M
Employees15
Clients0
DateAug 2017
Total AUM$1.1B
Discretionary$410M
Non-Disc.$665M
Employees15
Clients700
DateAug 2017
Total AUM$1.1B
Discretionary$410M
Non-Disc.$665M
Employees15
Clients700
DateFeb 2017
Total AUM$1.1B
Discretionary$410M
Non-Disc.$665M
Employees15
Clients700
DateJan 2017
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees15
Clients500
DateDec 2016
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees15
Clients500
DateAug 2016
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees15
Clients500
DateApr 2016
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees15
Clients500
DateApr 2016
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees15
Clients500
DateMar 2016
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees15
Clients500
DateAug 2015
Total AUM$320M
Discretionary$316.3M
Non-Disc.$3.7M
Employees15
Clients500
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0