TIMONIER FAMILY OFFICE, LTD.
Legal name: TIMONIER
CRD #150748 SEC #801-70341 WINSTON SALEM, NC 336-725-5010
SEC Registered
Total AUM
$388.8M
Discretionary
$347.1M
Employees
8
Clients
101
Accounts
758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $388.8M | $347.1M | $41.8M | 8 | 0 |
| Feb 2025 | $339M | $303.4M | $35.6M | 8 | 0 |
| Mar 2024 | $339M | $303.4M | $35.6M | 7 | 0 |
| Oct 2023 | $292.1M | $264.5M | $27.6M | 7 | 0 |
| Mar 2023 | $292.1M | $264.5M | $27.6M | 7 | 0 |
| Mar 2023 | $409M | $307.9M | $101.1M | 6 | 0 |
| Mar 2023 | $409M | $307.9M | $101.1M | 6 | 0 |
| Feb 2023 | $409M | $307.9M | $101.1M | 7 | 0 |
| Jun 2022 | $409M | $307.9M | $101.1M | 5 | 0 |
| Mar 2022 | $409M | $307.9M | $101.1M | 5 | 0 |
| Mar 2021 | $337M | $258.2M | $78.8M | 5 | 0 |
| Jun 2020 | $315.3M | $244.2M | $71.1M | 5 | 0 |
| Mar 2020 | $315.3M | $244.2M | $71.1M | 5 | 0 |
| Mar 2019 | $255.2M | $195.9M | $59.3M | 5 | 0 |
| Jun 2018 | $267.6M | $202.2M | $65.5M | 6 | 0 |
| Jun 2018 | $267.6M | $202.2M | $65.5M | 6 | 0 |
| Jun 2018 | $267.6M | $202.2M | $65.5M | 6 | 0 |
| Mar 2018 | $267.6M | $202.2M | $65.5M | 6 | 0 |
| Mar 2017 | $223.9M | $168.6M | $55.2M | 6 | 100 |
| Mar 2016 | $205.4M | $158.2M | $47.3M | 6 | 100 |
| Mar 2015 | $205.7M | $155M | $50.6M | 5 | 100 |
| Mar 2014 | $181.4M | $132.9M | $48.5M | 4 | 100 |
| Jun 2013 | $141.1M | $102.3M | $38.9M | 3 | 100 |
| Mar 2013 | $141.1M | $102.3M | $38.9M | 3 | 100 |
| Apr 2012 | $125.8M | $85.9M | $39.9M | 1 | 26 |
| Mar 2012 | $125.8M | $85.9M | $39.9M | 1 | 26 |
| Aug 2011 | $141.2M | $84.8M | $56.3M | 5 | -- |
| May 2011 | $141.2M | $84.8M | $56.3M | 5 | -- |
| Mar 2011 | $141.2M | $84.8M | $56.3M | 5 | -- |
| Mar 2010 | $128M | $128M | $0 | 5 | -- |
| Oct 2009 | $128M | $128M | $0 | 5 | -- |
| Oct 2009 | $128M | $128M | $0 | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$388.8M
Discretionary$347.1M
Non-Disc.$41.8M
Employees8
Clients0
DateFeb 2025
Total AUM$339M
Discretionary$303.4M
Non-Disc.$35.6M
Employees8
Clients0
DateMar 2024
Total AUM$339M
Discretionary$303.4M
Non-Disc.$35.6M
Employees7
Clients0
DateOct 2023
Total AUM$292.1M
Discretionary$264.5M
Non-Disc.$27.6M
Employees7
Clients0
DateMar 2023
Total AUM$292.1M
Discretionary$264.5M
Non-Disc.$27.6M
Employees7
Clients0
DateMar 2023
Total AUM$409M
Discretionary$307.9M
Non-Disc.$101.1M
Employees6
Clients0
DateMar 2023
Total AUM$409M
Discretionary$307.9M
Non-Disc.$101.1M
Employees6
Clients0
DateFeb 2023
Total AUM$409M
Discretionary$307.9M
Non-Disc.$101.1M
Employees7
Clients0
DateJun 2022
Total AUM$409M
Discretionary$307.9M
Non-Disc.$101.1M
Employees5
Clients0
DateMar 2022
Total AUM$409M
Discretionary$307.9M
Non-Disc.$101.1M
Employees5
Clients0
DateMar 2021
Total AUM$337M
Discretionary$258.2M
Non-Disc.$78.8M
Employees5
Clients0
DateJun 2020
Total AUM$315.3M
Discretionary$244.2M
Non-Disc.$71.1M
Employees5
Clients0
DateMar 2020
Total AUM$315.3M
Discretionary$244.2M
Non-Disc.$71.1M
Employees5
Clients0
DateMar 2019
Total AUM$255.2M
Discretionary$195.9M
Non-Disc.$59.3M
Employees5
Clients0
DateJun 2018
Total AUM$267.6M
Discretionary$202.2M
Non-Disc.$65.5M
Employees6
Clients0
DateJun 2018
Total AUM$267.6M
Discretionary$202.2M
Non-Disc.$65.5M
Employees6
Clients0
DateJun 2018
Total AUM$267.6M
Discretionary$202.2M
Non-Disc.$65.5M
Employees6
Clients0
DateMar 2018
Total AUM$267.6M
Discretionary$202.2M
Non-Disc.$65.5M
Employees6
Clients0
DateMar 2017
Total AUM$223.9M
Discretionary$168.6M
Non-Disc.$55.2M
Employees6
Clients100
DateMar 2016
Total AUM$205.4M
Discretionary$158.2M
Non-Disc.$47.3M
Employees6
Clients100
DateMar 2015
Total AUM$205.7M
Discretionary$155M
Non-Disc.$50.6M
Employees5
Clients100
DateMar 2014
Total AUM$181.4M
Discretionary$132.9M
Non-Disc.$48.5M
Employees4
Clients100
DateJun 2013
Total AUM$141.1M
Discretionary$102.3M
Non-Disc.$38.9M
Employees3
Clients100
DateMar 2013
Total AUM$141.1M
Discretionary$102.3M
Non-Disc.$38.9M
Employees3
Clients100
DateApr 2012
Total AUM$125.8M
Discretionary$85.9M
Non-Disc.$39.9M
Employees1
Clients26
DateMar 2012
Total AUM$125.8M
Discretionary$85.9M
Non-Disc.$39.9M
Employees1
Clients26
DateAug 2011
Total AUM$141.2M
Discretionary$84.8M
Non-Disc.$56.3M
Employees5
Clients--
DateMay 2011
Total AUM$141.2M
Discretionary$84.8M
Non-Disc.$56.3M
Employees5
Clients--
DateMar 2011
Total AUM$141.2M
Discretionary$84.8M
Non-Disc.$56.3M
Employees5
Clients--
DateMar 2010
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--