Timberchase Financial, LLC
Firm details
- Headquarters
- Homewood, Alabama
- CRD number
- 131205
- Registered since
- July 13, 2020
- Website
- www.timberchase.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.31%
- Individuals5.72%
- Charitable Organizations3.06%
- Corporations / Businesses2.91%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Timberchase Financial, LLC is a limited liability company operating as an independent registered investment adviser. The firm became SEC-registered in 2020 and serves primarily individual and family clients, including small businesses for portfolio management. Its advisory work centers on financial planning and discretionary portfolio management. Timberchase charges a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not described as a pension consultant or capital allocator.
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 Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Katie Lenz
Financial PlannerCRD 5673717
Bryan Hancock
Financial PlannerCRD 4784725
James Moore
PartnerCRD 7289051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Homewood, AL
Jefferson
Location
Homewood, AL
Headquartered in Homewood, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 3310 Independence Dr
- Time zone
- CT (UTC-6)
- Office locations
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