Timonier

RIASEC Registered

Total AUM

$450M

Discretionary

$408M

91% of AUM

Avg account

$637K

Accounts

707

Employees

8

Advisory reps

5

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

FINTRX

Overview

Timonier is an independent registered investment adviser structured as a corporation and registered with the SEC in 2009. The firm acts as a capital allocator for both individual and family clients and institutional relationships. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also lists accountant as a core business activity. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. Timonier reports industry affiliations with a law firm and a real estate broker and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds94%
Exchange Traded Equities4%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 45

Active vs passive

$284M in ETFs

Passive

21%

$58.5M

Active

79%

$225M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV)	Dimensional	Active	Large Value	$41.9M	761,720	14.75%

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Primary office

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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