121 Reynolda Village
Suite B
Winston Salem, North Carolina 27106
Tel: 336-725-5010
TIMONIER, formally registered with the SEC as TIMONIER. The firm was established in 06/29/2009. They have over 1 offices throughout the country.
TIMONIER is a Winston Salem, North Carolina based Financial Planning firm with nearly $338,986,163 assets under management, offering retirement planning & investment advisory services to 724 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 150748 |
SEC# | 801-70341 |
Assets Managed by Firm | $338,986,163 |
No. of Clients | 724 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 724 | $338,986,163 |
Individuals (other than high net worth individuals) | 109 | $25,341,590 |
High net worth individuals | 73 | $276,585,711 |
Pension and profit sharing plans | 12 | $35,557,146 |
Charitable organizations | 9 | $1,501,716 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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