|
⚲
|
| Timberchase Financial LLC
✚
| |
|---|---|
| CRD # | 131205 |
| SEC # | 801-119050 |
| CIK # | |
| AUM | $193.6 MM (2024-02-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 205-980-7118 |
| Address | 31 Inverness Center Parkway Hoover, AL 35242 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 13.0 |
| (b) Individuals (high net worth individuals) | 77 | 174.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 756 | 193.6 |
| By Discretionary | ||
| Discretionary | 756 | 193.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 756 | 193.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.6 | |
| Total | 756 | 193.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mittelman Wealth Management LLC
✚
|
MA | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Citrine Capital LLC
✚
|
CA | 0.2 |
|
Waycross Investment Management Company
✚
|
WA | 0.2 |
|
Lyle Allan Glen
✚
|
CA | 0.2 |
|
Thompson Capital Management LLC
✚
|
IL | 0.2 |
|
Conscious Wealth Investments LLC
✚
|
FL | 0.2 |
|
O'Brien Investment Management LLC
✚
|
CA | 0.2 |
|
Atwater Wealth Management Inc
✚
|
MA | 0.2 |
|
Westhampton Capital LLC
✚
|
NC | 0.2 |