Katie
Lenz
Timberchase Financial, LLC
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About this Advisor
Katie Lenz is a financial advisor based in Birmingham, Alabama, working with Timberchase Financial, LLC. Katie has previously held positions at Mckeowen Marrs Securities and Timberchase Financial, LLC. Katie is registered to provide services in Alabama and Oregon. Currently, Katie is part of Timberchase Financial, LLC, which operates out of Birmingham, Alabama. The firm has 1 office and 5 employees. The firm manages assets totaling $193.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Timberchase Financial, LLC includes asset-based and fixed fees.
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Office Location
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Timberchase Financial, LLC Brokerage Details
$193,646,838
5
756
$256,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katie Lenz Work History
Timberchase Financial, LLC
Mckeowen Marrs Securities
Disclosures
Please visit the SEC profile of Katie Lenz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Timberchase Financial, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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