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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wimmer Associates LLC
Showing 1 - 1 of 1 top financial advisors.
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 30 years of experience in the finance industry.

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