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Building 2TIMBERCHASE FINANCIAL, LLC

Map pinHOOVER, AL
Phone205-980-7118
NotebookSEC #801-119050
Total AUM
$280.2M
Employees
7
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 INVERNESS CENTER PARKWAY
SUITE 100
HOOVER
AL 35242
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
205-980-7118
Other Offices
1

ReceiptFinancials

Total AUM
$280.2M
Accounts
830
Discretionary
$280.2M
Accounts
830
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$16M
HNW Individual Clients
93
AUM
$247.5M
Charitable Organization Clients
1
AUM
$8.6M
Corporation or Business Clients
1
AUM
$8.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALORTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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