Richard
Wimbish
Kensington Investment Counsel
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About this Advisor
Richard Wimbish is a financial advisor who works out of Long Beach, California with 20 years of industry experience. Wimbish is an employee of Kensington Investment Counsel. They have been an employee of Kensington Investment Counsel for their entire career. Wimbish can advise clients in California. Kensington Investment Counsel is an advisory business based in Long Beach, CA. The company has just three employees. It controls $174 million in total assets among its 225 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 225 client accounts, 80% are associated with high-net-worth investors who have more than $1 million in assets. Kensington Investment Counsel provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on the financial services. However, fees charged by Kensington Investment Counsel typically consist of asset-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Kensington Investment Counsel Brokerage Details
$174,278,513
3
225
$774,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Richard Wimbish Work History
Richard has been registered as a financial advisor for 20 years.*
Kensington Investment Counsel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard 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
Carpinteria, CA
Long Beach, CA
Long Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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