Timonier - Investment Advisers

About Timonier

Timonier Family Office, LTD. is an investment adviser based in Winston-Salem, North Carolina, and is one of the investment advisers in North Carolina in this directory. The firm reports $450.3 million in regulatory assets under management and has eight employees. It was founded in 1997 by Tim Baker and describes itself as family operated. The firm presents itself as a multidisciplinary family office whose advisers work together from a single location. Services listed on its website include financial planning, investment advisory, tax planning, estate planning, real estate, 401(k) solutions, and philanthropy. The firm states that its advisers act as fiduciaries and are paid on a fee-only basis rather than through commissions, and that its investment approach centers on low-cost, diversified investments. The registry lists the firm as an investment adviser, and it can be compared with other U.S. investment advisers in the wider directory. --- Note: Only two link slots were provided, so the section includes two links instead of the 3 to 5 requested. If more slots are available, I can add them.

Key Facts

Assets Under Management

$450.3M

Employees

8

SEC File Number

801-70341