Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
710930279
SEC advisor number
801-62730
FINRA CRD number
125243
AUM ?
$392.16 mm
(as of 19 Mar 24)
Accounts
137
(as of 19 Mar 24)
Employees
4
(4 investment advisory or research)
Address
Wimmer Associates 1
155 N. LAKE AVE.
#440
PASADENA
CA 91101
155 N. LAKE AVE.
#440
PASADENA
CA 91101
Phone
6266833150
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21