Overview
Assets Under Management: $388 million
Headquarters: EVANSTON, IL
High-Net-Worth Clients: 202
Average Client Assets: $2 million
Frequently Asked Questions
ZIMMERMAN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127526), ZIMMERMAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ZIMMERMAN WEALTH MANAGEMENT, LLC is headquartered in EVANSTON, IL.
ZIMMERMAN WEALTH MANAGEMENT, LLC serves 202 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, ZIMMERMAN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ZIMMERMAN WEALTH MANAGEMENT, LLC manages $388 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, ZIMMERMAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 202
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 206
Discretionary Accounts: 200
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 127526
Last Filing Date: 2024-03-27 00:00:00
Website: https://zimmermanwealth.com