← Back to searchVisit website
TIMM FINANCIAL SERVICES
TIMM FINANCIAL SERVICES INC.
CRD 331581
2 AUSTIN CT., POUGHKEEPSIE, NY, 12603, United States
Phone
845-702-1822
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.8M
Discretionary AUM
$11.8M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ESTATE PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $9.2M |
All web addresses on file
Official SEC filing: View on IAPD