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TIMBER CREEK CAPITAL MANAGEMENT, LLC

44 School Street
Suite 410
Boston, Massachusetts 02108
Tel: 617-722-0855

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About TIMBER CREEK CAPITAL MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#146220
SEC#801-68817
Assets Managed by Firm$549,213,358
No. of Clients47
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total47$549,213,358
Individuals (other than high net worth individuals)10$3,299,803
High net worth individuals37$545,913,555

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