Kimball Consultants Inc (Rockwall)

Kimball Consultants Inc is an adviser based in Rockwall. It manages $16.9 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2001.

Kimball Consultants provides portfolio management for individuals and small businesses and market timing 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.

Kimball Consultants: assets under management

The assets under management (AUM) of Kimball Consultants Inc is $16.9 million. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.7 million in discretionary accounts and $6.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.07 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kimball Consultants Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kimball Consultants Inc

Kenneth Stephen Kimball has been acting as President since 1 Nov 1991. Ann Blaess Kimball joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Stephen Kimball	President	1 Nov 1991	25% - 50%	4364154
Ann Blaess Kimball	Treasurer	1 Nov 1991	50% - 75%	4364153

Based in Rockwall

The principal office where Kimball Consultants Inc performs its advisory services is located at 502 Shoretrail Dr, Rockwall, TX 75087 3518 The mailing address of the firm is P. O. Box 639, Rockwall, TX 75087 0639. It doesn’t run an office outside of the United States.