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Wimmer Consulting, Llc
Irving, Texas
Wimmer Consulting, LLC, headquartered in Irving, TX, is a distinguished small investment advisory firm serving a diverse clientele. With an impressive track record, they currently manage a substantial $147,053,000 in assets for their discerning clients. The company operates a single office, strategically located in Irving, to provide personalized services.
In addition to investment advisory expertise, Wimmer Consulting, LLC offers insurance brokerage and agency services, further enhancing their comprehensive approach to financial planning. As a trusted advisor, the firm manages 34% of their clients' assets on a discretionary basi...see more
Assets Under Mgmt
$147.05M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other: GIFT AND ESTATE TAX PLANNING
Other Business Activities
- Insurance broker or agent
Disclosures
- Now the subject of a civil proceeding involving previous disclosures
Reviews for Wimmer Consulting, Llc
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