RIA Intel›Advisers›Massachusetts›TIMOTHY CHARLES FINANCIAL, LLC

TIMOTHY CHARLES FINANCIAL, LLC

Advisory

LYNNFIELD, MA

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in MA

#996

of 1,590 advisers by AUM

Average account

$227K

across 434 accounts

AUM per adviser

$98M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$98M

Discretionary AUM$98M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients177

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

177 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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