Timothy
Mcmullen
Saxony Capital Management, LLC
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About this Advisor
Timothy Mcmullen is a financial advisor based in Sewell, New Jersey, working with Saxony Capital Management, LLC. Timothy has previously held positions at Trinity Wealth Securities L.L.C, Florida Financial Advisors (Dba Tristate Financial Advisors), Hefren-Tillotson Inc, Sarandis Painting Company, Indiana University Of Pennsylvania, Plum Boro Senior High School, Saxony Securities, Inc, and Saxony Capital Management, LLC. Timothy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Timothy is part of Saxony Capital Management, LLC, which operates out of Sewell, New Jersey. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$239,289,634
6
1,192
$200,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Timothy Mcmullen Work History
Saxony Securities, Inc
Saxony Capital Management, LLC
Trinity Wealth Securities L.L.C
Florida Financial Advisors (Dba Tristate Financial Advisors)
Hefren-Tillotson Inc
Indiana University Of Pennsylvania
Sarandis Painting Company
Plum Boro Senior High School
Disclosures
Please visit the SEC profile of Timothy Mcmullen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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