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TIMBERVEST LLC
TIMBERVEST LLC
ATLANTA, Georgia
·
8 registered advisors
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CRD# 109827
SEC# 801-50316
404-848-7500
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at TIMBERVEST LLC
8 registered advisors
David Ryan Mcleod
ATLANTA, Georgia
CRD# 6441225
David Zell
ATLANTA, Georgia
CRD# 4937970
Donald David Zell
ATLANTA, Georgia
CRD# 4782569
Gordon Jones
ATLANTA, Georgia
CRD# 4782578
Joel Barth Shapiro
ATLANTA, Georgia
CRD# 1540722
John Barrett Carter
ATLANTA, Georgia
CRD# 6163036
Robert Edward Boardman
ATLANTA, Georgia
CRD# 5253905
William Anthony Boden
ATLANTA, Georgia
CRD# 1141413
05
Office Locations
ATLANTA, Georgia
8 advisors
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Data sourced from SEC Form ADV filings. TIMBERVEST LLC (CRD# 109827) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.