Timonier

RIASEC RegisteredEst. 2009
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, individual-owned registered investment adviser that has been SEC-registered since 2009. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation approaches include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Timonier also lists accounting among its business activities and notes industry affiliations with law firms and real estate brokers. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser. Its profile indicates a preference for using third-party managers where appropriate rather than operating as a single-manager alternative shop.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 4%, Cash & Cash Equivalents 1%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents1%

Contacts

3 of 5
  • Janice French

    Janice French

    Wealth Management AdvisorCRD 4360906

  • Nicholas Baker

    Nicholas Baker

    Wealth AdvisorCRD 6222468

  • Robert Lack

    Robert Lack

    Wealth Transfer AdvisorCRD 7355255

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 98

Active vs passive

$722M in ETFs

Passive

17%

$120M

Active

83%

$602M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP)DimensionalActiveLarge Blend$44.7M1,072,0056.19%
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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth