# TIMM FINANCIAL SERVICES

TIMM FINANCIAL SERVICES of POUGHKEEPSIE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 331581
- Type: SEC-registered investment adviser
- Location: 2 AUSTIN CT., POUGHKEEPSIE, NY, 12603
- Phone: 845-702-1822
- Latest filing: 2026-03-26
- Regulatory AUM: $11.8M
- Discretionary AUM: $11.8M
- Clients: 2
- Accounts: 53

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331581/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331581/similar
- Related entities: https://search.stillhousedata.com/firm/331581/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331581

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.