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Home > Retirement Planners > texas > irving > WIMMER CONSULTING, LLC
WIMMER CONSULTING, LLC
2101 Gateway Drive
Irving, Texas 75038
Tel: 214-219-7762
About WIMMER CONSULTING, LLC
WIMMER CONSULTING, LLC, formally registered with the SEC as WIMMER CONSULTING, LLC. The firm was established in 08/19/2022. They have over 1 offices throughout the country.
WIMMER CONSULTING, LLC is a Irving, Texas based Financial Planning firm with nearly $147,053,300 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 120976 |
| SEC# | 801-126420 |
| Assets Managed by Firm | $147,053,300 |
| No. of Clients | 33 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other(REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 33 | $147,053,300 |
| Individuals (other than high net worth individuals) | 4 | $1,106,316 |
| High net worth individuals | 3 | $33,876,650 |
| Pension and profit sharing plans | 1 | $61,759,147 |
| Corporations or other businesses | 25 | $50,311,187 |
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|---|---|---|---|
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| $192,398,103,714 | 269289 | 3349 | |
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