Wimmer Consulting, LLC

Wimmer Consulting, LLC (CRD# 120976) is a financial advisory firm headquartered in Irving, TX. They manage $105,867,025 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2101 Gateway Drive, Irving, TX 75038
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $3,650,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Wimmer Consulting, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Graham Douglass, financial advisor Irving TX
Graham K. Douglass
CRD#: 7076178
2101 Gateway Drive, Irving, TX 75038

Graham Douglass (CRD# 7076178) is an Investment Advisor Representative working at Wimmer Consulting, LLC in Irving, TX and has over 5 years of experience in the finance industry.

2
Jay Wimmer, financial advisor Irving TX
Jay S. Wimmer
CRD#: 2801898
2101 Gateway Drive, Irving, TX 75038

Jay Wimmer (CRD# 2801898) is an Investment Advisor Representative working at Wimmer Consulting, LLC in Irving, TX and has over 27 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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