← Back to searchVisit website
TIMONIER
TIMONIER FAMILY OFFICE, LTD.
CRD 150748 · SEC 801-70341
121 REYNOLDA VILLAGE, SUITE B, WINSTON SALEM, NC, 27106, United States
Phone
336-725-5010
Fax
336-725-5002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$450.3M
Discretionary AUM
$408.0M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $25.5M |
| High net worth individuals | 100 | $382.5M |
| Pension/profit sharing plans | 12 | $42.3M |
States served
CO, LA, NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD