Jeffrey
Wimbish
Kensington Investment Counsel
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About this Advisor
Jeffrey Wimbish is a financial advisor based in Long Beach, California, working with Kensington Investment Counsel. Jeffrey has previously held a position at Kensington Investment Counsel. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jeffrey is part of Kensington Investment Counsel, which operates out of Long Beach, California. The firm has 1 office and 4 employees. The firm manages assets totaling $250.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Kensington Investment Counsel includes asset-based fees.
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Kensington Investment Counsel Brokerage Details
$250,268,379
4
235
$1,064,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeffrey Wimbish Work History
Kensington Investment Counsel
Disclosures
Please visit the SEC profile of Jeffrey Wimbish to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kensington Investment Counsel
Long Beach, CA
New York, NY
Carpinteria, CA
Long Beach, CA
Long Beach, CA
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