TIMM FINANCIAL SERVICES

Overview

Timm Financial Services is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm is organized as a corporation and is owner-operated at the individual level. Its stated advisory services include financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. The firm operates with a hybrid fee model — charging a percentage of assets under management and offering fixed-fee engagements where appropriate. Investment activity shows a clear equity preference: exchange-traded equities are the dominant holding class, accounting for the largest portion of managed assets. The firm is not positioned as a capital allocator or a multi-state, ESG-focused, or pension consulting specialist. Given its accounting background and adviser classification, investment decisions appear oriented toward straightforward, client-driven portfolio management rather than complex institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices