TIMONIER
Firm details
- Headquarters
- WINSTON SALEM, North Carolina
- CRD number
- 150748
- Registered since
- June 29, 2009
- Website
- www.timonier.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.94%
- Pension & Profit Sharing Plans9.4%
- Individuals5.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Timonier is an independent registered investment adviser organized as a corporation and operating since 2009. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator. Its advisory practice combines financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Timonier lists accounting among its business activities and maintains industry ties to law firms and real estate brokers. The firm does not describe itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
3 of 5SAMUEL SOOTS
Director of Retirement Plan ServicesCRD 5673982
NICHOLAS YEAKLE
Founder & Financial AdvisorCRD 6455373
JANICE FRENCH
Wealth Management AdvisorCRD 4360906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$320M in ETFs
17%
$55.1M
83%
$265M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP) | Dimensional | Active | Large Blend | $40M | 1,051,465 | 12.48% |
Location
WINSTON SALEM, NC
FORSYTH
Location
WINSTON SALEM, NC
Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- FORSYTH
- Address
- 121 Reynolda Vlg
- Time zone
- ET (UTC-5)
- Office locations
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