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TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.
CRD 132274 · SEC 801-69127
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $19.8M |
| High net worth individuals | 39 | $41.4M |
All web addresses on file
Official SEC filing: View on IAPD