Sexton Jr, Timothy F. (New York)


Sexton Jr, Timothy F. is a large advisory firm based in New York. It manages $200 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011.

Sexton Jr, Timothy F provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sexton Jr, Timothy F: assets under management

The assets under management (AUM) of Sexton Jr, Timothy F. is $200 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sexton Jr, Timothy F. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Sexton Jr, Timothy F. performs its advisory services is located at 45 Rockefeller Plaza, New York, NY 10111 The mailing address of the firm is 28 Etna Lane, Dix Hills, NY 11746. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-456-6600 or by fax 615-651-8490. The normal business hours are 8 am to 6 pm on Monday - Friday.