Brendan
Clune
Timber Creek Capital Management, LLC
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About this Advisor
Brendan Clune is a financial advisor based in Boston, Massachusetts, working with Timber Creek Capital Management, LLC. Brendan has previously held positions at Fidelity Investments, Timber Creek Capital Management, L'Espalier, Morgan Stanley & Co. LLC, Morgan Stanley Services Group, Inc, Timber Creek Capital Management, Llv, and Grant Thornton. Brendan has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and New York. Currently, Brendan is part of Timber Creek Capital Management, LLC, which operates out of Boston, Massachusetts. The firm has 5 employees and manages assets totaling $483.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Timber Creek Capital Management, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Timber Creek Capital Management, LLC Brokerage Details
$483,169,890
5
48
$10,066,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brendan Clune Work History
Timber Creek Capital Management, Llv
Grant Thornton
Morgan Stanley & Co. LLC
Morgan Stanley Services Group, Inc
Fidelity Investments
Timber Creek Capital Management
L'Espalier
Disclosures
Please visit the SEC profile of Brendan Clune 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 Timber Creek Capital Management, LLC
Boston, MA
Boston, MA
Boston, MA
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