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Timothy Gerard Valik

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
827 clients
Average Client Portfolio
$545K average
Assets Under Management
$450.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$480
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Location

Arlington, TX

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History

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 works as a high school math teacher at Passaic County Vocational High School since 2009. This non-investment related activity takes more than full-time hours and occurs during securities trading hours.

Employment History
Current Registrations
Capital Markets Iq, LLC
August 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.