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.
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 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. 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.
Kenneth Stephen Kimball has been acting as President since 1 Nov 1991. Ann Blaess Kimball joined the executive team most recently as the Treasurer.
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.
You can reach the main office by calling the phone number 972-771-3837 or by fax 972-722-5400. The normal business hours are 9:30 a.m. to 3 p.m. on Monday - Friday.