Overview
Assets Under Management: $339 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 79
Average Client Assets: $4 million
Frequently Asked Questions
TIMONIER FAMILY OFFICE, LTD. 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 #150748), TIMONIER FAMILY OFFICE, LTD. is subject to fiduciary duty under federal law.
TIMONIER FAMILY OFFICE, LTD. is headquartered in WINSTON SALEM, NC.
TIMONIER FAMILY OFFICE, LTD. serves 79 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, TIMONIER FAMILY OFFICE, LTD. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TIMONIER FAMILY OFFICE, LTD. manages $339 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, TIMONIER FAMILY OFFICE, LTD. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.07
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 724
Discretionary Accounts: 712
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 150748
Last Filing Date: 2025-02-03 00:00:00
Website: https://timonier.com