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Mark Edward Wimer

STRATEGIC GLOBAL ADVISORS, LLC·NEWPORT BEACH, California
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100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660CRD# 4587861Firm CRD# 139309
01

About

Mark Edward Wimer is a registered financial advisor based in NEWPORT BEACH, California, affiliated with STRATEGIC GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
STRATEGIC GLOBAL ADVISORS, LLC
STRATEGIC GLOBAL ADVISORS, LLC
AUM
$2.5B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at STRATEGIC GLOBAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4587861
Firm CRD# 139309
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Edward Wimer offer?
Mark Edward Wimer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.
What are Mark Edward Wimer's credentials?
Mark Edward Wimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Edward Wimer located?
Mark Edward Wimer is based in NEWPORT BEACH, California, working with STRATEGIC GLOBAL ADVISORS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Mark Edward Wimer charge for services?
Mark Edward Wimer'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 STRATEGIC GLOBAL ADVISORS, LLC?
STRATEGIC GLOBAL ADVISORS, LLC has approximately 13 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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