W
$85.6M Total AUM
$85.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
2 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2024
- Office Locations
- 1
Office Locations
-- Scotch Plains NJ
About Wimer Investment Management
Wimer Investment Management is a Scotch Plains-based RIA. The firm has been operating for 2 years. Managing $85.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$85.6M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFERY ALAN WIMER
Chief Compliance Officer, Owner
- CRD
- #2985293
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,571,044 | $2,654,829 |
| Non-Discretionary | $0 | -- |
| Total | $85,571,044 | $2,654,829 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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