Overview
Assets Under Management: $388 million
Headquarters: EVANSTON, IL
High-Net-Worth Clients: 202
Average Client Assets: $2 million
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