# Timm Financial Services

> Timm Financial Services is a state-registered investment advisory firm in Poughkeepsie, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 331581
- Filed as: TIMM FINANCIAL SERVICES
- Legal name: Timm Financial Services Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Poughkeepsie, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331581
- AdvisorCensus page: https://advisorcensus.com/firm/timm-financial-services-poughkeepsie-ny-331581

## Quick answers

**How is Timm Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Timm Financial Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Timm Financial Services located?**
Timm Financial Services' principal office is in Poughkeepsie, NY, according to its Form ADV.

**Is Timm Financial Services registered with the SEC or a state?**
Timm Financial Services is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331581.

**How much does Timm Financial Services manage?**
Timm Financial Services reports $11,820,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Timm Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33).

**Does Timm Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331581

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,820,000
- Discretionary: $11,820,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $9,224,000 |
| High net worth individuals | Fewer than 5 | $2,596,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- timmfs.com
- Instagram @timmfinancial
- LinkedIn @timm-financial-services
- X @timmfs
- YouTube @UCyMtiEloSMpgCfbOTtPSIxQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timm Financial Services (CRD 331581): Form ADV filing data as of October 2026.