Falists
← Back to search

TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.

CRD 132274 · SEC 801-69127

Visit website

4801 NORTHWESTERN DRIVE, ZIONSVILLE, IN, 46077, United States

Phone

317-217-1660

Fax

317-217-1653

Registration

— (—)

Source

State registered

Total AUM

$61.2M

Discretionary AUM

$61.2M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals94$19.8M
High net worth individuals39$41.4M

All web addresses on file

Official SEC filing: View on IAPD