1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WIMMER ASSOCIATES LLC

Map pinPASADENA, CA
Phone626-683-3150
NotebookSEC #801-62730
Total AUM
$475.9M
Employees
4
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 NORTH LAKE AVENUE
SUITE 440
PASADENA
CA 91101-1848
United States
Operating Hours
8-5
Monday - Friday
Phone
626-683-3150

ReceiptFinancials

Total AUM
$475.9M
Accounts
151
Discretionary
$467.8M
Accounts
147
Non-Discretionary
$8.2M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
31
AUM
$17.1M
HNW Individual Clients
112
AUM
$440.4M
Charitable Organization Clients
1
AUM
$8.3M
Corporation or Business Clients
1
AUM
$2M
Other Clients
1
AUM
$8.2M
Description of Other Clients
NON DISCRETIONERY PORTFOLIOS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account