Timothy Erb is a registered investment advisor at Allen Investment Management, LLC, based in New York, NY, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 145 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIM's fees for managing your investments are negotiable and depend on the services provided. Fees can be based on a percentage of the value of your portfolio, a fixed schedule, or an incentive-based fee. The percentage charged on your portfolio varies depending on the amount you invest and the services you receive. AIM also allocates client assets to third-party managers, who charge separate fees in addition to AIM's fees.
Location
711 Fifth Avenue, 10th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a director on the Investment Committee for The HOPE Program, a trustee for LaSalle College High School, and a managing member of Lucy S.I.C, LLC, which holds a family vacation home. He also serves on the Associates Council for Prep for Prep, a non-profit, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Allen Investment Management, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations1 state
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