WIMMER ASSOCIATES I, LLC

WIMMER ASSOCIATES LLC

PASADENA, California·3 registered advisors·CRD# 125243

SEC# 801-627300626-683-3150

01

Firm Overview

AUM

$392M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WIMMER ASSOCIATES I, LLC

3 registered advisors

Katherine Jones Wimmer

PASADENA, California

Kathryn Burke Kenney

PASADENA, California

Warren Robert Wimmer

PASADENA, California

05

Office Locations

PASADENA, California

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Data sourced from SEC Form ADV filings. WIMMER ASSOCIATES I, LLC (CRD# 125243) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.