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TIMONIER

WINSTON SALEM, NC · CRD 150748 · IAPD ↗ · timonier.com · 336-725-5010

$450.3MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — TIMONIER notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — TIMONIER notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.