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Robert Edward Boardman

TIMBERVEST LLC·ATLANTA, Georgia
TIMBERVEST LLC
3715 NORTHSIDE PARKWAY, ATLANTA, GA 30327CRD# 5253905Firm CRD# 109827

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edward Boardman · ATLANTA, GA
Registration
CRD #5253905 · TIMBERVEST LLC
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
01

About

Robert Edward Boardman is a registered financial advisor based in ATLANTA, Georgia, affiliated with TIMBERVEST LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TIMBERVEST LLC
TIMBERVEST LLC
AUM
$1.1B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at TIMBERVEST LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5253905
Firm CRD# 109827
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Edward Boardman offer?
Robert Edward Boardman specializes in Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are Robert Edward Boardman's credentials?
Robert Edward Boardman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edward Boardman located?
Robert Edward Boardman is based in ATLANTA, Georgia, working with TIMBERVEST LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Robert Edward Boardman charge for services?
Robert Edward Boardman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIMBERVEST LLC?
TIMBERVEST LLC has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TIMBERVEST LLC

David Zell
ATLANTA, GA
David Ryan Mcleod
ATLANTA, GA
Donald David Zell
ATLANTA, GA
Joel Barth Shapiro
ATLANTA, GA
John Barrett Carter
ATLANTA, GA
Gordon Jones
ATLANTA, GA

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Research
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