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TIMOTHY CHARLES FINANCIAL, LLC
CRD 287945
200 BROADWAY, SUITE 206, LYNNFIELD, MA, 01940, United States
Phone
(781) 595-7900
Fax
(781) 595-7912
Registration
— (—)
Source
State registered
Total AUM
$98.5M
Discretionary AUM
$98.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $72.2M |
| High net worth individuals | 17 | $26.3M |
All web addresses on file
Official SEC filing: View on IAPD