Wimmer Consulting, LLC
Wimmer Consulting, LLC (CRD# 120976) is a financial advisory firm headquartered in Irving, TX. They manage $74,631,905 in 27 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$2,764,145
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jay Wimmer (CRD# 2801898) is an Investment Advisor Representative working at Wimmer Consulting, LLC in Irving, TX and has over 21 years of experience in the finance industry.