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Carroll B. Wimbish

KENSINGTON INVESTMENT COUNSEL, LLC·LONG BEACH, California
Unclaimed Profile
5580 E. 2ND STREET, LONG BEACH, CA 90803CRD# 7352832Firm CRD# 108012
01

About

Carroll B. Wimbish is a registered financial advisor based in LONG BEACH, California, affiliated with KENSINGTON INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KENSINGTON INVESTMENT COUNSEL, LLC
KENSINGTON INVESTMENT COUNSEL
AUM
$250M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KENSINGTON INVESTMENT COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7352832
Firm CRD# 108012
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carroll B. Wimbish offer?
Carroll B. Wimbish specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LONG BEACH, California for a consultation.
What are Carroll B. Wimbish's credentials?
Carroll B. Wimbish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carroll B. Wimbish located?
Carroll B. Wimbish is based in LONG BEACH, California, working with KENSINGTON INVESTMENT COUNSEL, LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Carroll B. Wimbish charge for services?
Carroll B. Wimbish's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENSINGTON INVESTMENT COUNSEL, LLC?
KENSINGTON INVESTMENT COUNSEL, LLC has approximately 4 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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