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TIMBUKTU CAPITAL MANAGEMENT, LLC
177 Huntington Ave
17th Floor
Boston, Massachusetts 02115
Tel: (857) 419-3809
About TIMBUKTU CAPITAL MANAGEMENT, LLC
TIMBUKTU CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TIMBUKTU CAPITAL MANAGEMENT, LLC. The firm was established in 06/03/2022. They have over 2 offices throughout the country.
TIMBUKTU CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $84,552,000 assets under management, offering retirement planning & investment advisory services to 281 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131084 |
| SEC# | 801-125812 |
| Assets Managed by Firm | $84,552,000 |
| No. of Clients | 281 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (ADVISORY CONSULTATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 281 | $84,552,000 |
| Individuals (other than high net worth individuals) | 61 | $23,000,000 |
| High net worth individuals | 38 | $56,000,000 |
| Pension and profit sharing plans | 3 | $4,000,000 |
| Charitable organizations | 1 | $1,100,000 |
| Corporations or other businesses | 3 | $452,000 |
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