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Timothy Durrett Rowe

SMITH BREEDEN ASSOCIATES INC·DURHAM, North Carolina
Clean recordSMITH BREEDEN ASSOCIATES INC
280 SOUTH MANGUM STREET, DURHAM, NC 27701-3676CRD# 1899534Firm CRD# 104628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Durrett Rowe · DURHAM, NC
Registration
CRD #1899534 · SMITH BREEDEN ASSOCIATES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Durrett Rowe is a registered financial advisor based in DURHAM, North Carolina, affiliated with SMITH BREEDEN ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SMITH BREEDEN ASSOCIATES INC
SMITH BREEDEN ASSOCIATES INC
AUM
$7.8B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at SMITH BREEDEN ASSOCIATES INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1899534
Firm CRD# 104628
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Durrett Rowe offer?
Timothy Durrett Rowe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Timothy Durrett Rowe's credentials?
Timothy Durrett Rowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Durrett Rowe located?
Timothy Durrett Rowe is based in DURHAM, North Carolina, working with SMITH BREEDEN ASSOCIATES INC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Timothy Durrett Rowe charge for services?
Timothy Durrett Rowe's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH BREEDEN ASSOCIATES INC?
SMITH BREEDEN ASSOCIATES INC has approximately 55 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMITH BREEDEN ASSOCIATES INC

Carl D. Bell
DURHAM, NC
Douglas Tower Breeden
DURHAM, NC
Lewis Turlington Jester
DURHAM, NC

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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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