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TIMONIER
121 Reynolda Village
Suite B
Winston Salem, North Carolina 27106
Tel: 336-725-5010
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 Status | Approved |
|---|---|
| Firm CRD# | 150748 |
| SEC# | 801-70341 |
| Assets Managed by Firm | $338,986,163 |
| No. of Clients | 724 |
| No. of Advisors | 8 |
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 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 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
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