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William Jon Kimball

Strategy Asset Managers LLC

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About William Jon Kimball

William Jon Kimball is a registered Investment Advisor Representative in California. William is affiliated with Strategy Asset Managers LLC and has been in the industry since 1998. William has worked for several firms including Raymond James Financial Services Advisors Inc., Kimball Consulting Inc., Integrity Practice Sales, Dynamic Wealth Advisors and Moonlight Coast, LLC before joining Strategy Asset Managers, LLC. William is licensed in California and holds specializations in Financial Planning, Pension Consulting, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers. William is also involved in other businesses, namely DENTAL PRACTICE SALES & CONSULTING - NOT INVESTMENT RELATED.

Firm Information

William Kimball is currently registered with Strategy Asset Managers LLC. Strategy Asset Managers LLC is a registered investment adviser located in Pasadena, California. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm manages approximately $631 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charities, and TAMP platforms. Strategy Asset Managers LLC also offers wrap fee programs.
Strategy Asset Managers LLC

790 E. COLORADO BLVD

PASADENA, CA 91101

$631.05M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Kimball’s Registration & Firm History

CA

05/14/2024 - Present

Strategy Asset Managers LLC (Templeton CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Jon Kimball.
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