CRD: 132274
Timpe & Timpe Financial Advisory Services, L.l.c.
$61.2M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
2 Employees
133 ADV. Clients
21 yrs Firm Age
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- Custodian
- Ameritas · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2004
- Office Locations
- 1
Office Locations
4801 Northwestern Drive Zionsville IN
About Timpe & Timpe Financial Advisory Services, L.l.c.
Timpe Investment Advisory Services is an RIA affiliated with Timpe CPAs and Timpe Legal Services, delivering integrated wealth management that pairs portfolio management with in-house tax planning and estate/wealth transfer coordination. Portfolios are tailored to goals, risk tolerance, and time horizon, using diversification and evidence-based factor exposure. Custodied at Charles Schwab.
Team overview
30 AVG AGE
$30.6M AVG AUM / ADVISOR
$459.9K AVG AUM / CLIENT
13.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
A
ARTHUR JOSEPH TIMPE III
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4400431
- Ownership
- 75% or more
Available
Available
Available
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M
MATTHEW EDWARD KOLB
Associate
- CRD
- #6207292
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,164,051 | $96,952 |
| Non-Discretionary | $0 | -- |
| Total | $61,164,051 | $96,952 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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