44 School Street
Suite 410
Boston, Massachusetts 02108
Tel: 617-722-0855
TIMBER CREEK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TIMBER CREEK CAPITAL MANAGEMENT, LLC. The firm was established in 02/14/2008. They have over 1 offices throughout the country.
TIMBER CREEK CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $549,213,358 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146220 |
| SEC# | 801-68817 |
| Assets Managed by Firm | $549,213,358 |
| No. of Clients | 47 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $549,213,358 |
| Individuals (other than high net worth individuals) | 10 | $3,299,803 |
| High net worth individuals | 37 | $545,913,555 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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