CRD: 144525
Timberline Investment Management, LLC
$94.8M Total AUM
$91.9M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-11-2008
- Office Locations
- 1
Office Locations
-- West Linn OR
About Timberline Investment Management, LLC
Timberline Investment Management, LLC is a West Linn-based RIA. The firm has been operating for 18 years. Managing $94.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
67 AVG AGE
$94.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGG ALAN GIBONEY
Portfolio Manager, President
- CRD
- #1838588
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,867,596 | -- |
| Non-Discretionary | $2,932,682 | -- |
| Total | $94,800,278 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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