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Wimmer Associates I, LLC

● SEC registered since 2004CRD 125243SEC# 801-62730Pasadena, CA
Export (members)
Reg. AUM
$441.1M
Employees
4
Accounts
147
Location
Pasadena, CA

Wimmer Associates I, LLC assets under management

Wimmer Associates I, LLC is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2004. It reports $441.1 million in regulatory assets under management and employs 4 people.

Wimmer Associates I, LLC owners & executives

3 reported
NameTitleOwnershipSince
Katherine Jones Wimmer ControlPresident50-75%2003
Kathryn Burke Kenney ControlVice President, Chief Compliance OfficerUnder 5%2006
Warren Robert Wimmer ControlMember25-50%2003

Frequently asked questions

How much does Wimmer Associates I, LLC manage?

Wimmer Associates I, LLC reports $441.1 million in regulatory assets under management on its Form ADV.

How many employees does Wimmer Associates I, LLC have?

Wimmer Associates I, LLC reports 4 employees.

Where is Wimmer Associates I, LLC located?

Wimmer Associates I, LLC is based in Pasadena, CA and has been SEC-registered since 2004.

Does Wimmer Associates I, LLC disclose fund performance?

Wimmer Associates I, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 North Lake Avenue, Suite 440, Pasadena, CA 91101-1848
Phone626-683-3150
Fax626-683-3188
Office hours5-Aug
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$394.8M
Non-discretionary$46.2M
Total (RAUM)$441.1M