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WIMMER ASSOCIATES LLC
155 North Lake Avenue
Suite 440
Pasadena, California 91101-1848
Tel: 626-683-3150
About WIMMER ASSOCIATES LLC
WIMMER ASSOCIATES LLC, formally registered with the SEC as WIMMER ASSOCIATES LLC. The firm was established in 01/22/2004. They have over 1 offices throughout the country.
WIMMER ASSOCIATES LLC is a Pasadena, California based Financial Planning firm with nearly $392,159,000 assets under management, offering retirement planning & investment advisory services to 137 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125243 |
| SEC# | 801-62730 |
| Assets Managed by Firm | $392,159,000 |
| No. of Clients | 137 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 137 | $392,159,000 |
| Individuals (other than high net worth individuals) | 36 | $23,148,000 |
| High net worth individuals | 97 | $333,066,000 |
| Charitable organizations | Fewer than 5 clients | $7,185,000 |
| Corporations or other businesses | Fewer than 5 clients | $1,870,000 |
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