Wimmer Associates LLC
Wimmer Associates LLC (CRD# 125243) is a financial advisory firm headquartered in Pasadena, CA. They manage $245,723,000 in 464 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management246MILLION
Total Number of Accounts464ACCOUNTS
Average Account Value$529,575
- 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 26 years of experience in the finance industry.