TIMBERLINK LLC
Firm details
- Headquarters
- JOHNS CREEK, Georgia
- CRD number
- 170067
- Registered since
- May 16, 2014
- Website
- www.timberlink.net
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents92%
- Other8%
Contacts
2 of 2GARY MYERS
PrincipalCRD 6320142
TRACY EVENS
PrincipalCRD 6320143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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