Wimmer Associates LLC

Wimmer Associates LLC (CRD# 125243) is a financial advisory firm headquartered in Pasadena, CA. They manage $392,159,000 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
155 North Lake Avenue, Suite 440, Pasadena, CA 91101
https://www.wimmerassociates.com
By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $2,862,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wimmer Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Katherine Wimmer, financial advisor Pasadena CA
Katherine J. Wimmer
CRD#: 2053433
Pasadena, CA

Katherine Wimmer (CRD# 2053433) is an Investment Advisor Representative working at Wimmer Associates LLC in Pasadena, CA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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