TIMBERLINK LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $594K |
| Discretionary | $00% of AUM |
| Non-Discretionary | $594K |
| Client Accounts | 1 |
| Avg Account Size | $594K |
| Employees | 2 |
| Peak AUM | $1.92BFeb 2019 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $594,011 | 27.7% | 82.5% | 81.0% | |
| Non-Disc. AUM | $594,011 | ||||
Key Metrics
| Total AUM | $594,011 |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 1 |
| Client Range | 0 |
Contact & Location
Address
11340 LAKEFIELD DRIVE
JOHNS CREEK GA 30097
Phone
678-638-6184
Filing History
16 ADV Part 1 submissions
Fee Structure
HourlyFixed Fees
Advisory Services
Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$594,011
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodySurprise Exam
Structure
No related registrations reported