Wimmer Associates LLC

RIASEC RegisteredEst. 2004

Total AUM

$476M

Discretionary

$468M

98% of AUM

Avg account

$3.2M

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 125243
Registered since: January 22, 2004
Website: www.wimmerassociates.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.52%
Individuals3.6%
Charitable Organizations1.74%
Other1.72%
Corporations / Businesses0.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Wimmer Associates LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2004. The firm serves individual and family clients and combines financial planning with discretionary portfolio management for individuals, small businesses and institutions. Its fees include percentage-of-AUM billing as well as hourly and fixed-fee arrangements, and the firm also publishes periodicals or newsletters as part of its client communication. The firm’s stated investment preference is equities, with a primary emphasis on exchange-traded holdings. Wimmer does not identify as an active ESG investor, is not a multi-state adviser in the referenced filing, and is not positioned as a capital allocator or pension consultant.