Unclaimed Profile

Timothy Charles Getz

FILLMORE CAPITAL PARTNERS, LLC·COLUMBUS, Ohio

Clean recordFILLMORE CAPITAL PARTNERS, LLC

4145 POWELL RD., COLUMBUS, OH 43065-8066CRD# 5087679Firm CRD# 139256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Charles Getz · COLUMBUS, OH

Registration

CRD #5087679 · FILLMORE CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Charles Getz is a registered financial advisor based in COLUMBUS, Ohio, affiliated with FILLMORE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FILLMORE CAPITAL PARTNERS, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FILLMORE CAPITAL PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5087679

Firm CRD# 139256

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Charles Getz offer?

Timothy Charles Getz specializes in Retirement Planning. Contact their office in COLUMBUS, Ohio for a consultation.

What are Timothy Charles Getz's credentials?

Timothy Charles Getz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Charles Getz located?

Timothy Charles Getz is based in COLUMBUS, Ohio, working with FILLMORE CAPITAL PARTNERS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Timothy Charles Getz charge for services?

Timothy Charles Getz's firm is compensated through percentage of aum, 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 FILLMORE CAPITAL PARTNERS, LLC?

FILLMORE CAPITAL PARTNERS, LLC has approximately 25 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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