Overview
Assets Under Management: $190 million
High-Net-Worth Clients: 20
Average Client Assets: $9 million
Frequently Asked Questions
ZIMMERMANN ALAN L 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 #106286), ZIMMERMANN ALAN L is subject to fiduciary duty under federal law.
ZIMMERMANN ALAN L serves 20 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, ZIMMERMANN ALAN L offers portfolio management for individuals. View all service details ↓
ZIMMERMANN ALAN L manages $190 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, ZIMMERMANN ALAN L serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.67
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 21
Discretionary Accounts: 21
Regulatory Filings
CRD Number: 106286
Last Filing Date: 2025-02-26 00:00:00
Website: https://yahoo.com