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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2024
- Office Locations
- 1
Office Locations
About Timm Financial Services
Timm Financial Services is a father-and-son advisory in Poughkeepsie, NY providing comprehensive financial planning and retirement-focused guidance, with an emphasis on tax-efficient strategies led by CPA Fred Timm alongside CFP Luke Timm (Princeton). Portfolios may use mutual funds and index funds and can incorporate insurance/annuity and socially responsible options. The firm also offers a 2nd Opinion Program.
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Owner & Executives
Frederick William Timm
Owner, PARTNER
- CRD
- #6271556
- Ownership
- 50% but less than 75%
Luke Timm
Chief Compliance Officer, PARTNER
- CRD
- #7915889
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,820,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,820,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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