Timonier

Timonier (CRD# 150748) is a financial advisory firm headquartered in Winston Salem, NC. They manage $338,986,163 in 724 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

121 Reynolda Village, Suite B, Winston Salem, NC 27106

https://www.timonier.com

By the Numbers

Total Assets Under Management

339

MILLION
Total Number of Accounts

724

ACCOUNTS
Average Account Value

$468,213

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

LA, NC, SC, TX

Financial Advisors at Timonier

Showing 1 - 2 of 2 top financial advisors.

Nicholas C. Baker

CRD#: 6222468

121 Reynolda Village, Suite B, Winston Salem, NC 27106

Nicholas Baker (CRD# 6222468) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 10 years of experience in the finance industry.

Janice J. French

CRD#: 4360906

121 Reynolda Village, Suite B, Winston Salem, NC 27106

Janice French (CRD# 4360906) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 14 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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