Michael
Wimberley
Lummis Asset Management, L.P
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About this Advisor
Michael Wimberley is a financial advisor working out of Fort Worth, Texas with 4 years of relevant experience. Wimberley is currently employed by Lummis Asset Management, L.P. During their career, the advisor has held roles at Green Investment Management, Lummis Asset Management, Lp and Charles Schwab & Co., Inc. Wimberley holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Lummis Asset Management, L.P is an advisory firm operating out of Fort Worth, TX. It administers $178 million in assets across its 132 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 132 client accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a set of services, such as portfolio management for individuals and small businesses and publication of newsletters. Financial management fees are based on the financial services. Fee types billed by Lummis Asset Management, L.P can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lummis Asset Management, L.P Brokerage Details
$177,944,815
1
132
$1,348,067
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Michael Wimberley Work History
Michael has been registered as a financial advisor for 4 years.*
Lummis Asset Management, Lp
Charles Schwab & Co., Inc
Green Investment Management
*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 Michael Wimberley 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 Lummis Asset Management, L.P
Fort Worth, TX
Fort Worth, TX
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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