AdvisorOS Directory
Claim Profile
Unclaimed Profile
KW

Katherine Jones Wimmer

WIMMER ASSOCIATES I, LLC·PASADENA, California
Clean recordWIMMER ASSOCIATES I, LLC
155 NORTH LAKE AVENUE, PASADENA, CA 91101-1848CRD# 2053433Firm CRD# 125243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Jones Wimmer · PASADENA, CA
Registration
CRD #2053433 · WIMMER ASSOCIATES I, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Jones Wimmer is a registered financial advisor based in PASADENA, California, affiliated with WIMMER ASSOCIATES I, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Katherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katherine is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WIMMER ASSOCIATES I, LLC
WIMMER ASSOCIATES LLC
AUM
$392M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WIMMER ASSOCIATES I, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2053433
Firm CRD# 125243
View on FINRA BrokerCheck →

Looking for a financial advisor in PASADENA?

Browse all registered financial advisors in PASADENA, California or claim this profile if it's yours.

Browse PASADENA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Katherine Jones Wimmer offer?
Katherine Jones Wimmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are Katherine Jones Wimmer's credentials?
Katherine Jones Wimmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Jones Wimmer located?
Katherine Jones Wimmer is based in PASADENA, California, working with WIMMER ASSOCIATES I, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Katherine Jones Wimmer charge for services?
Katherine Jones Wimmer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIMMER ASSOCIATES I, LLC?
WIMMER ASSOCIATES I, LLC has approximately 4 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WIMMER ASSOCIATES I, LLC

Kathryn Burke Kenney
PASADENA, CA
Warren Robert Wimmer
PASADENA, CA

More Advisors in PASADENA, California

Richard Howard Adler
CLIFFORD SWAN INVESTMENT COUNSEL LLC·PASADENA, CA
Anne Ryan Newman
POPLAR FOREST CAPITAL LLC·PASADENA, CA
Jack Edward Andrews
ATHENA INVESTMENT MANAGEMENT·PASADENA, CA
David Hong Chung
LOGIC WEALTH MANAGEMENT, LLC·PASADENA, CA
James M Landreth
300 NORTH CAPITAL, LLC·PASADENA, CA
Robert Eric Chadwick
FLAHERTY & CRUMRINE INCORPORATED·PASADENA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile