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Wimer Investment Management
Wimer Investment Management is an SEC-registered investment adviser with $86 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
Wimer Investment Management is an SEC-registered investment adviser with $86 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Year founded
2016
Location
Region
North America
Country
United States
City
Scotch Plains
Corporate office
Scotch Plains, NJ, United States
Principals
William Wimer
Principal
Frequently asked questions
Who runs investment decisions at Wimer Investment Management?
William Wimer is the named principal guiding investment strategy and allocation decisions. The office operates with a fully insourced model; no external CIO, outsourced-OCIO relationship, or public investment committee has been disclosed. This is typical of single-family offices where the wealth creator or a key descendant retains final investment authority.
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