Overview
Assets Under Management: $549 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 37
Average Client Assets: $15 million
Frequently Asked Questions
TIMBER CREEK CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146220), TIMBER CREEK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TIMBER CREEK CAPITAL MANAGEMENT, LLC is headquartered in BOSTON, MA.
TIMBER CREEK CAPITAL MANAGEMENT, LLC serves 37 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, TIMBER CREEK CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TIMBER CREEK CAPITAL MANAGEMENT, LLC manages $549 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, TIMBER CREEK CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.40
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 146220
Last Filing Date: 2025-02-11 00:00:00
Website: https://timbercreek-capital.com