Overview
Assets Under Management: $409 million
Headquarters: NEW CUMBERLAND, PA
High-Net-Worth Clients: 37
Average Client Assets: $1.8 million
Frequently Asked Questions
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING 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 #297516), ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC is subject to fiduciary duty under federal law.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC is headquartered in NEW CUMBERLAND, PA.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC serves 37 high-net-worth clients according to their SEC filing dated December 24, 2024. View client details ↓
According to their SEC Form ADV, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC manages $409 million in client assets according to their SEC filing dated December 24, 2024.
According to their SEC Form ADV, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.35%
Average Client Assets: $1.8 million
Total Client Accounts: 2,303
Discretionary Accounts: 2,280
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 297516
Filing ID: 1921903
Last Filing Date: 2024-12-24 11:17:00