Unclaimed Profile

Robert Russel Zimmer

TEN ASSET MANAGEMENT, INC.·OJAI, California

SIE, Series 6, Series 7, Series 63, Series 65Clean record19 years registeredTEN ASSET MANAGEMENT, INC.

407C BRYANT CIRCLE, OJAI, CA 93023-4209CRD# 2673005Firm CRD# 134021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Russel Zimmer · OJAI, CA

Registration

CRD #2673005 · TEN ASSET MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TEN ASSET MANAGEMENT, INC.

TEN ASSET MANAGEMENT, INC.

Nov 2006 – Dec 2010

ENCINITAS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 30, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEN ASSET MANAGEMENT, INC.

CRD 134021 · SEC 801-63945

AUM

$30M

Regulatory assets under management

Employees

8 client accounts

Services offered by TEN ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TEN ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Russel Zimmer offer?

Robert Russel Zimmer specializes in Investment Management, Wealth Management.

What are Robert Russel Zimmer's credentials?

Robert Russel Zimmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Russel Zimmer located?

Robert Russel Zimmer is based in OJAI, California, last registered with TEN ASSET MANAGEMENT, INC..

How does Robert Russel Zimmer charge for services?

Robert Russel Zimmer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEN ASSET MANAGEMENT, INC.?

TEN ASSET MANAGEMENT, INC. has approximately 4 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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