TIMBERCHASE FINANCIAL, LLC
Total AUM
$280.2M
Employees
7Clients
128Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
31 INVERNESS CENTER PARKWAY
SUITE 100
HOOVER
AL 35242
United States
SUITE 100
HOOVER
AL 35242
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
205-980-7118
Other Offices
1
Financials
Total AUM
$280.2M
Accounts
830Discretionary
$280.2M
Accounts
830Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
33AUM
$16M
HNW Individual Clients
93AUM
$247.5M
Charitable Organization Clients
1AUM
$8.6M
Corporation or Business Clients
1AUM
$8.2M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALORTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.