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Mytimeequity

Headquartered in PLANO, TX

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Firm Information

Mytimeequity is an investment advisory firm with 1 licensed agent and 3 investment adviser representatives. They manage approximately $74 million in assets for 111 clients. The firm provides portfolio management services for individuals and businesses, and specializes in algorithmic models. Mytimeequity also manages held away accounts.

Mytimeequity

$74.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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algorithmic models

Algorithmic models

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

MYTIMEEQUITY has a total of 2 branch locations across the country.
location

Plano, TX

location

PLANO, TX

Advisors at Mytimeequity

View All 3 Advisors
Unclaimed
Sudhir Holla

RA

Plano, TX

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Unclaimed
Sudhir Gurudatt Pai

RA

Plano, TX

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Disclosures

There are no public disclosures for Mytimeequity.

Frequently Asked Questions (5)

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