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Building 2TIMMONS WEALTH MANAGEMENT

Map pinATTLEBORO, MA
Phone(774) 331-2172
NotebookSEC #801-129964
Total AUM
$179.2M
Employees
3
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 NORTH MAIN STREET
ATTLEBORO
MA 02703
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
(774) 331-2172

ReceiptFinancials

Total AUM
$179.2M
Accounts
602
Discretionary
$179.2M
Accounts
602
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$41M
HNW Individual Clients
60
AUM
$138.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHRI

HandshakeAffiliates

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

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