TIMM FINANCIAL SERVICES

TIMM FINANCIAL SERVICES of POUGHKEEPSIE, NY is an SEC-registered investment adviser (CRD 331581). Regulatory assets under management: $11.8M.

Registration

• CRD: 331581
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331581 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search