W.a. Wimberly & Associates, Inc.
W.a. Wimberly & Associates, Inc. (CRD# 127377) is a financial advisory firm headquartered in , . They manage $30,469,112 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
W.a. Wimberly & Associates, Inc.
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts52ACCOUNTS
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Average Account Value$585,944
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MS
Financial Advisors at W.a. Wimberly & Associates, Inc.
1
William Wimberly (CRD# 1157038) is an Investment Advisor Representative working at W.a. Wimberly & Associates, Inc. in Madison, MS and has over 35 years of experience in the finance industry.
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