|
⚲
|
| Timonier Family Office Ltd
✚
|
|
|---|---|
| CRD # | 150748 |
| SEC # | 801-70341 |
| CIK # | 0002038170 |
| AUM | $388.8 M (2025-03-12) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 336-725-5010 |
| Address | 121 Reynolda Village Winston Salem, NC 27106 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lowes Companies Inc | 5.8 | ||
| Microsoft Corp | 1.2 | ||
| Apple Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 22.6 |
| (b) Individuals (high net worth individuals) | 79 | 323.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 41.8 |
| (h) Charitable organizations | 8 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 758 | 388.8 |
| By Discretionary | ||
| Discretionary | 748 | 347.1 |
| Non-Discretionary | 10 | 41.8 |
| Total | 758 | 388.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.8 | |
| Total | 758 | 388.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002038170] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Disciplined Equity Management Inc
✚
|
FL | 0.4 |
|
Santori & Peters Inc
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|
PA | 0.4 |
|
SARD Wealth Management Group LLC
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|
GA | 0.4 |
|
Mowery & Schoenfeld Wealth Management LLC
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IL | 0.4 |
|
United Brokerage Services Inc
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|
WV | 0.4 |
|
Eaton Financial Holdings Company LLC
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|
FL | 0.4 |
|
G&S Capital LLC
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|
CO | 0.4 |
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.4 |
|
Kathleen S Wright Associates Inc
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|
PA | 0.4 |
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 0.4 |