TJ
TJ

Timothy Janszen

10 Years of Experience
The Woodlands, TX

Timothy Janszen is a registered investment advisor at Newport Global Advisors L.P., based in The Woodlands, TX, with 10 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$186.6M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9006 Forest Crossing Drive, Suite D, The Woodlands, TX, 77381-1155

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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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Employment History
Current Registrations
Newport Global Advisors L.P.
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Newport Global Advisors L.P.
March 2015 - December 2017 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.