TIMOTHY CHARLES FINANCIAL, LLC

TIMOTHY CHARLES FINANCIAL, LLC of LYNNFIELD, MA is an SEC-registered investment adviser (CRD 287945). Regulatory assets under management: $98.5M.

Registration

• CRD: 287945
• Type: Registered investment adviser
• Location: 200 BROADWAY, LYNNFIELD, MA, 01940
• Phone: (781) 595-7900
• Latest filing: 2026-02-05
• Regulatory AUM: $98.5M
• Discretionary AUM: $98.5M
• Clients: 2
• Accounts: 434

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search