TIMBERCHASE FINANCIAL, LLC

31 Inverness Center Parkway
Suite 100
Hoover, Alabama 35242
Tel: 205-980-7118

About TIMBERCHASE FINANCIAL, LLC

TIMBERCHASE FINANCIAL, LLC, formally registered with the SEC as TIMBERCHASE FINANCIAL, LLC. The firm was established in 07/13/2020. They have over 2 offices throughout the country.

TIMBERCHASE FINANCIAL, LLC is a Hoover, Alabama based Financial Planning firm with nearly $193,646,838 assets under management, offering retirement planning & investment advisory services to 756 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131205
SEC#	801-119050
Assets Managed by Firm	$193,646,838
No. of Clients	756
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	756	$193,646,838
Individuals (other than high net worth individuals)	30	$13,048,220
High net worth individuals	77	$174,323,997
Charitable organizations	2	$6,274,621

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REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
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