Kimberly Abmeyer
Kimberly Abmeyer is a CFA, CFP-designated registered investment advisor at Ascentis Asset Management, LLC, based in Dallas, TX, with 25 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,883 clients with $560M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kimberly is a licensed insurance agent selling insurance products, dedicating minimal time to this activity. She is also an independent wine consultant, spending a few hours per week on this endeavor, and is involved with Sanders, Morris, Harris, ORG Wealth Partner, and ORG Asset Management.
Employment History
Current Registrations
Ascentis Asset Management, LLC
Ascentis Wealth Management, LLC
Sanders Morris LLCBroker
Previous Registrations
Org Partners Asset Management
Org Partners
Xo Wealth Management
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations1 state
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