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Building 2WIMMER CONSULTING, LLC

Map pinIRVING, TX
Phone214-219-7762
NotebookSEC #801-126420
Total AUM
$105.9M
Employees
2
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 GATEWAY DRIVE
IRVING
TX 75038
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
214-219-7762

ReceiptFinancials

Total AUM
$105.9M
Accounts
29
Discretionary
$2M
Accounts
2
Non-Discretionary
$103.8M
Accounts
27

ContactClients

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Individual Clients
4
AUM
$1.8K
HNW Individual Clients
2
AUM
$2M
Pension/Profit Sharing Plan Clients
1
AUM
$49.1M
Corporation or Business Clients
22
AUM
$54.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GIFT AND ESTATE TAX PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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