Timberlink LLC (Johns Creek)

Name: Timberlink LLC
Address: 11340 Lakefield Drive, Johns Creek, GA, 30097
Telephone: 678-638-6184

Timberlink LLC is a large advisory firm based in Johns Creek. It manages $1.92 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Georgia.

Timberlink provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Timberlink: assets under management

The assets under management (AUM) of Timberlink LLC is $1.92 billion. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Timberlink has custody of $1.22 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 91% of the total AUM. The second-largest asset type is other assets, which make up 9% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Timberlink LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Timberlink LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Alan Myers	Principal and president	1 Jan 2006	Other	6320142
Tracy Buran Evens	Cco/principal/managing member	1 Jan 2006	25% - 50%	6320143
Llc Gam Timber	Managing member	1 Jul 2014	50% - 75%	47-1292674

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gary Alan Myers	Owner	1 Jul 2014	75% - 100%	6320142

Based in Johns Creek

The principal office where Timberlink LLC performs its advisory services is located at 11340 Lakefield Drive, Johns Creek, GA 30097, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-638-6184 or by fax 770-622-3770. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at timberlink.net.