Be advised. This firm is no longer registered.

Timescale Financial, Inc.

Timescale Financial, Inc. (CRD# 186511) is a financial advisory firm headquartered in Danvers, MA. They manage $717,284,707 in 2,447 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
222 Rosewood Drive, 2nd Floor, Danvers, MA 01923
https://www.timescalefinancial.com
By the Numbers
  • Total Assets Under Management
    717
    MILLION
  • Total Number of Accounts
    2,447
    ACCOUNTS
  • Average Account Value
    $293,128
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, MA, MD, ME, NH, NJ, NY, PA, RI, TX, VA

Financial Advisors at Timescale Financial, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals