TIMBERLINK LLC

RIASEC RegisteredEst. 2014
Total AUM
$594K
Discretionary
$0
0% of AUM
Avg account
$594K
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
JOHNS CREEK, Georgia
CRD number
170067
Registered since
May 16, 2014
Custodians
TRUIST INVESTMENT SERVICES, INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Timberlink LLC operates as a small, specialist advisory firm that focuses on portfolio management for businesses and institutions, pension consulting and the selection of other advisers. The firm acts as a capital allocator rather than a mass-market wealth manager: its filings show a consulting and advisory orientation delivered on an hourly and fixed‑fee basis, with services structured around non‑discretionary engagements. Timberlink is not an active ESG investor and is not registered as a multi‑state adviser. Given its service mix, Timberlink typically engages in manager selection and oversight for institutional mandates and pension plans rather than running large, discretionary retail portfolios. That advisory posture is consistent with the firm’s designation as a pension consultant and its stated activity of selecting third‑party advisers and external managers when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 92%, Other 8%92%
  • Cash & Cash Equivalents92%
  • Other8%

Contacts

2 of 2
  • GARY MYERS

    PrincipalCRD 6320142

  • TRACY EVENS

    PrincipalCRD 6320143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JOHNS CREEK, GA

GWINNETT

Location

JOHNS CREEK, GA

Headquartered in JOHNS CREEK, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
GWINNETT
Address
11340 Lakefield Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth