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WIMMER ASSOCIATES LLC

Tel: 626-683-3150
155 North Lake Avenue
Suite 440
Pasadena, California  91101-1848

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WIMMER ASSOCIATES LLC

WIMMER ASSOCIATES LLC is a Pasadena, California based financial advisory firm with nearly $392,159,000 in assets under management and provides investment advisory services for 137 clients. There are currently 4 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

125243

SEC#:

801-62730

No. of Clients:

137

Assets under Management

$392,159,000

No. of Advisors:

4

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