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CFA

Timothy Patrick Torline

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
467 clients
Average Client Portfolio
$6.8M average
Assets Under Management
$3.2B

Fee Structure

Financial Planning:Investment management only

This brochure supplement does not contain fee information for individual clients. It primarily discusses the background and experience of Tim Torline and Ryan O'Malley. The document mentions fees paid by Merrill Lynch in connection with ERISA programs, but does not detail fees for direct clients.

Areas of Practice
Investment Management
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Advisor Information

Office location

555 W. 5th Street, Suite 3700, Los Angeles, CA, 90013-1082

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy is the managing member of 1415 Capital Management, a holding company that does not currently have clients or conduct outside business. He dedicates minimal time to this activity.

Employment History
Current Registrations
Ducenta Squared Asset Management
January 2024 - Present · 2 yrs
Previous Registrations
Tcw Funds Distributors LLCBroker
December 2014 - December 2019 · 5 yrs
Payden & Rygel DistributorsBroker
September 2009 - September 2014 · 5 yrs
J.p.morgan Securities INC. Broker
October 2007 - February 2009 · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Timothy Patrick Torline - Financial Advisor | AdvisorDiscover