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TIMOTHY PARTNERS, LTD.
CRD 41835 · SEC 801-45766
1055 MAITLAND CENTER COMMONS, MAITLAND, FL, 32751, United States
Phone
407-644-1986
Fax
407-644-4574
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.86B
Discretionary AUM
$2.86B
Team
24 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-02-04
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $2.86B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.timothyplan.com/
- https://www.themastersplan.com/
- https://www.biblicalstewardship.org/
- https://www.investedwithpurpose.org/
- https://www.vimeo.com/timothyplan/
- https://www.vimeo.com/user215763409/
- https://www.facebook.com/InvestedwithPurposePod
- https://www.facebook.com/retirebiblically/
- https://www.instagram.com/investedwithpurposepodcast/
- https://www.instagram.com/investedwithpurposepodcast/
- https://www.instagram.com/timothy.plan/
- https://www.instagram.com/timothy.plan/
- https://www.linkedin.com/company/invested-with-purpose/
- https://www.linkedin.com/company/retirebiblically/
- https://www.linkedin.com/company/timothyplan/
- https://www.tiktok.com/@investedwithpurpose
- https://www.youtube.com/@InvestedWithPurpose
- https://www.youtube.com/@timothyplan
- https://x.com/InvestedWi48392
- https://x.com/TimothyPlan/
Official SEC filing: View on IAPD