Us Fund Timing Inc (Santa Monica)

Name: Us Fund Timing Inc
Address: 3420 Ocean Park Blvd, Santa Monica, CA, 90405
Telephone: 310-452-1887

Us Fund Timing Inc is a pension cosultant based in Santa Monica. It manages $18.27 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Oregon.

Us Fund Timing provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Us Fund Timing: assets under management

The assets under management (AUM) of Us Fund Timing Inc is $18.27 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $18.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $103.82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Us Fund Timing Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Us Fund Timing Inc

Kenneth Lee Sleeper has been acting as President since 1 Oct 1989. Jeffrey Alan Cohenmerriman joined the executive team most recently as the Indirect Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Lee Sleeper	Sr. vice president/director	1 Oct 1989	25% - 50%	1238247
David Chandler Wright	President/director	1 Oct 1989	25% - 50%	1466125
Paul Alan Merriman	Executive officer/director	1 Oct 1989	25% - 50%	1439038
Inc. Merriman Capital Management	Direct owner	1 Oct 1989	25% - 50%	91-1206407

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Alan Cohenmerriman	Indirect owner	1 Apr 1993	25% - 50%	1917016

Based in Santa Monica

The principal office where Us Fund Timing Inc performs its advisory services is located at 3420 Ocean Park Blvd, Santa Monica, CA 90405, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-452-1887 or by fax 310-452-2680. The normal business hours are 8:30a.m. to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.usfundtiming.com.