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TIMBERLAND INVESTMENT RESOURCES, LLC
115 Perimeter Center Place
Suite 940
Atlanta, Georgia 30346-1244
Tel: 404-848-2000
About TIMBERLAND INVESTMENT RESOURCES, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC, formally registered with the SEC as TIMBERLAND INVESTMENT RESOURCES, LLC. The firm was established in 02/19/2004. They have over 2 offices throughout the country.
TIMBERLAND INVESTMENT RESOURCES, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,949,306,529 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129663 |
| SEC# | 801-62821 |
| Assets Managed by Firm | $1,949,306,529 |
| No. of Clients | 15 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (TIMBERLAND INVESTMENT MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $1,949,306,529 |
| Pension and profit sharing plans | 2 | $230,988,301 |
| Corporations or other businesses | 1 | $94,232,474 |
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