Overview
Assets Under Management: $339 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 79
Average Client Assets: $4 million
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