Mark Wiemeler, Inc. is an adviser based in Chicago. It manages $17.48 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003.
Mark Wiemeler provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mark Wiemeler, Inc. is $17.48 million. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mark Wiemeler, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Mark Wiemeler, Inc. performs its advisory services is located at 899 S. Plymouth Court, Chicago, IL 60605, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-560-6555 or by fax 312-322-0915. The normal business hours are 9:00am - 3:00pm on Monday - Friday.