Wimmer Associates LLC
Wimmer Associates LLC (CRD# 125243) is a financial advisory firm headquartered in Pasadena, CA. They manage $331,826,000 in 158 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management332MILLION
Total Number of Accounts158ACCOUNTS
Average Account Value$2,100,165
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Katherine Wimmer (CRD# 2053433) is an Investment Advisor Representative working at Wimmer Associates LLC in Pasadena, CA and has over 30 years of experience in the finance industry.