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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2004
- Office Locations
- 2
Office Locations
About Timberchase Financial, LLC
Timberchase Financial is a fee-only, fiduciary wealth management and financial planning firm with offices in the Birmingham, Alabama and Bend, Oregon areas (founded 2004). The team provides financial planning, tax planning, and investment management for families typically with $2M+ net worth, with deep planning around major transitions (inheritance, divorce, retirement, sale of a business, widowhood) and working professionals such as attorneys, physicians, and business owners.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
James Tyler Moore
Financial Advisor
- CRD
- #7289051
- Ownership
- 25% but less than 50%
KATIE ANNE LENZ
Financial Planner
- CRD
- #5673717
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Peyton Nelon Watts
--
- CRD
- #7647606
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,224,237 | $337,620 |
| Non-Discretionary | $0 | -- |
| Total | $280,224,237 | $337,620 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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