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TIMBERCHASE FINANCIAL, LLC
CRD 131205 · SEC 801-119050
31 INVERNESS CENTER PARKWAY, SUITE 100, HOOVER, AL, 35242, United States
Phone
205-980-7118
Fax
866-634-4907
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$280.2M
Discretionary AUM
$280.2M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $16.0M |
| High net worth individuals | 93 | $247.5M |
States served
AL, OR, TX
All web addresses on file
- https://www.linkedin.com/company/timberchase-financial-llc/
- https://www.instagram.com/timberchasefinancial/
- https://www.reddit.com/r/TimberchaseFinancial/
- HTTPS://WWW.TIMBERCHASE.NET
- https://www.youtube.com/@timberchasefinancial
- https://www.facebook.com/Timberchase-Wealth-Management-166157523410810/?ref=br_rs
Official SEC filing: View on IAPD