WIMMER CONSULTING, LLC

IRVING, Texas·1 registered advisor·CRD# 120976
SEC# 801-1264200214-219-7762
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WIMMER CONSULTING, LLC

1 registered advisor
Jay Stephen Wimmer
IRVING, Texas
05

Office Locations

IRVING, Texas
1 advisor

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Data sourced from SEC Form ADV filings. WIMMER CONSULTING, LLC (CRD# 120976) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.