Timberchase Financial, LLC

Timberchase Financial, LLC (CRD# 131205) is a financial advisory firm headquartered in Hoover, AL. They manage $193,646,838 in 756 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
31 Inverness Center Parkway, Suite 100, Hoover, AL 35242
https://www.facebook.com/timberchase-wealth-management-166157523410810/?ref=br_rs
By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    756
    ACCOUNTS
  • Average Account Value
    $256,147
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, OR, TX

Financial Advisors at Timberchase Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Bryan Hancock, financial advisor Hoover AL
Bryan D. Hancock
CRD#: 4784725
31 Inverness Center Parkway, Suite 100, Hoover, AL 35242

Bryan Hancock (CRD# 4784725) is an Investment Advisor Representative working at Timberchase Financial, LLC in Hoover, AL and has 1 year of experience in the finance industry.

2
Katie Lenz, financial advisor Hoover AL
Katie A. Lenz
CRD#: 5673717
31 Inverness Center Parkway, Suite 100, Hoover, AL 35242

Katie Lenz (CRD# 5673717) is an Investment Advisor Representative working at Timberchase Financial, LLC in Hoover, AL and has 1 year of experience in the finance industry.

3
James Moore, financial advisor Hoover AL
James T. Moore
CRD#: 7289051
31 Inverness Center Parkway, Suite 100, Hoover, AL 35242

James Moore (CRD# 7289051) is an Investment Advisor Representative working at Timberchase Financial, LLC in Hoover, AL and has over 3 years of experience in the finance industry.

4
Peyton Watts, financial advisor Hoover AL
Peyton N. Watts
CRD#: 7647606
31 Inverness Center Parkway, Suite 100, Hoover, AL 35242

Peyton Watts (CRD# 7647606) is an Investment Advisor Representative working at Timberchase Financial, LLC in Hoover, AL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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