Wimer Investment Management
RIAState Registered
Total AUM
$85.6M
Discretionary
$85.6M
100% of AUM
Avg account
$3.2M
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331342
- Registered since
- June 3, 2024
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.3%
- Individuals21.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wimer Investment Management is an independent registered advisory firm organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals, families and small businesses, charging both a percentage-of-assets and fixed-fee arrangements. Its stated investment preference is equities and exchange-traded vehicles, and it does not identify as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Jeffery Wimer
Investment Adviser RepresentativeCRD 2985293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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