AdvisorOS Directory
Claim Profile
RZ

Robert Russel Zimmer

TEN ASSET MANAGEMENT, INC.·OJAI, California
Unclaimed Profile
407C BRYANT CIRCLE, OJAI, CA 93023-4209CRD# 2673005Firm CRD# 134021
01

About

Robert Russel Zimmer is a registered financial advisor based in OJAI, California, affiliated with TEN ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
TEN ASSET MANAGEMENT, INC.
TEN ASSET MANAGEMENT, INC.
AUM
$30M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TEN ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2673005
Firm CRD# 134021
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OJAI?

Browse all registered financial advisors in OJAI, California or claim this profile if it's yours.

Browse OJAI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Russel Zimmer offer?
Robert Russel Zimmer specializes in Investment Management, Wealth Management. Contact their office in OJAI, California for a consultation.
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, working with TEN ASSET MANAGEMENT, INC.. Their office serves clients in the OJAI metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OJAI
Jeffrey Kirkland Kerrigan — TEN ASSET MANAGEMENT, INC.Dale Herman Stevens — TEN ASSET MANAGEMENT, INC.Ronald Joe Auer — TEN ASSET MANAGEMENT, INC.Fred Norton Hallett — TEN ASSET MANAGEMENT, INC.Marilyn Christine Wallace — TEN ASSET MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile