TIMOTHY FINANCIAL COUNSEL, INC.
Adviser information for TIMOTHY FINANCIAL COUNSEL, INC. last updated from Form ADV on January 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 14 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 660 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 700 |
Services
| Advisory Services | Financial planning |
|---|---|
| Compensation | Hourly chargesFixed feesFEES FOR EDUCATION WORKSHOPS |
Identifiers
| SEC RIA File Number | 801-123236 |
|---|---|
| SEC ERA File Number | 801-123236 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 123037 |
| Legal Entity Identifier | None |
Principal Office
104 E. ROOSEVELT ROADSUITE 200
WHEATON
IL
United States
Monday - Friday, 8 AM - 5 PM
Tel: 630-681-0700, Fax: 630-384-1065
Chief Compliance Officer
BRIAN J. WILDMAN
PRESIDENT
104 E. ROOSEVELT ROAD
SUITE 200
WHEATON
IL
United States
Tel:
630-681-0700
Fax:
630-384-1065
B************@*******************M
(Full email address available in API data)
Regulatory Contact
HOAN TAUSSIG
PRINCIPAL/FINANCIAL ADVISOR
104 E. ROOSEVELT ROAD
SUITE 200
WHEATON
IL
United States
Tel:
630-681-0700
Fax:
630-384-1065
H***********@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERG, MARK, TIMOTHY | Individual | – | CHIEF EXECUTIVE OFFICER | 07/2019 | 50-75% |
| TAUSSIG, HOAN, SIEU | Individual | – | PRINCIPAL | 01/2015 | 10-25% |
| Thrasher, Michael, Scott | Individual | – | PRINCIPAL AND LEAD ADVISOR | 07/2015 | 5-10% |
| WILDMAN, BRIAN, JAMES | Individual | – | PRESIDENT | 07/2019 | 10-25% |
| WILDMAN, BRIAN, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2020 | 10-25% |
| VANCE, KARA, BETH | Individual | – | PRINCIPAL AND LEAD ADVISOR | 01/2021 | < 5% |
| Frerichs, Jacob | Individual | – | PRINCIPAL AND LEAD ADVISOR | 01/2023 | < 5% |
| Newby, Lydia | Individual | – | PRINCIPAL AND FINANCIAL ADVISOR | 01/2023 | < 5% |