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TIMONIER

121 Reynolda Village
Suite B
Winston Salem, North Carolina 27106
Tel: 336-725-5010

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About TIMONIER

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.

Firm Information

SEC Current StatusApproved
Firm CRD#150748
SEC#801-70341
Assets Managed by Firm$338,986,163
No. of Clients724
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total724$338,986,163
Individuals (other than high net worth individuals)109$25,341,590
High net worth individuals73$276,585,711
Pension and profit sharing plans12$35,557,146
Charitable organizations9$1,501,716

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