RIA Intel›Advisers›Oregon›TIMBERLINE INVESTMENT MANAGEMENT, LLC

TIMBERLINE INVESTMENT MANAGEMENT, LLC

Advisory

OR

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in OR
#238
of 305 advisers by AUM
Average account
$771K
across 123 accounts
AUM per adviser
$95M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$95M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$95M
Discretionary AUM$92M
Non-Discretionary AUM$3M
Discretionary %96.9%
Total Clients39
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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-9.2% 1Y
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GABRIEL CAPITAL, LLC
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BURGESS FINANCIAL PLANNING, LLC
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INTERACTIVE WEALTH ADVISORS, INCORPORATED
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