Timonier
Timonier is an SEC-registered wealth manager in Winston Salem, NC with $450.3M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Timonier: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150748, SEC 801-70341, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $450.3M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- Winston Salem, NC
- Employees
- 8
- Clients
- 198
- CRD
- 150748
- Ownership
- BAKER, TIMOTHY, LEE; FRENCH, JANICE, JACOBY; Atkins, Maurice, Michael; BAKER, NICHOLAS, C; Lack, Robert
How much AUM does Timonier have?
Timonier reported $450.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Timonier?
Disclosed owners and executives of Timonier include BAKER, TIMOTHY, LEE, FRENCH, JANICE, JACOBY, Atkins, Maurice, Michael, BAKER, NICHOLAS, C, Lack, Robert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.