Overview
Assets Under Management: $549 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 37
Average Client Assets: $15 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.40
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 146220
Last Filing Date: 2025-02-11 00:00:00
Website: HTTP://WWW.TIMBERCREEK-CAPITAL.COM