Timpe & Timpe Financial Advisory Services, L.L.C. (Indianapolis)

Name: Timpe & Timpe Financial Advisory Services, L.L.C.
Address: 4212 West 71 St Street, Indianapolis, IN, 46268
Telephone: 317-217-1660

Timpe & Timpe Financial Advisory Services, L.L.C. is a mid-sized advisory firm based in Indianapolis. It manages $38.59 million of regulatory assets for 398 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois, Indiana, Kentucky, Ohio, and Texas.

Timpe & Timpe Financial Advisory Services, L.L.C provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Timpe & Timpe Financial Advisory Services, L.L.C: assets under management

The assets under management (AUM) of Timpe & Timpe Financial Advisory Services, L.L.C. is $38.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Timpe & Timpe Financial Advisory Services, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Timpe & Timpe Financial Advisory Services, L.L.C. performs its advisory services is located at 4212 West 71 St Street, Indianapolis, IN 46268, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-217-1660 or by fax 317-217-1653. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.timpefas.com.

Timpe & Timpe Financial Advisory Services, L.L.C. (Indianapolis)

Timpe & Timpe Financial Advisory Services, L.L.C: assets under management

Fees & Commissions

Based in Indianapolis

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