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Steven Michael Zimmerman

VF INVESTMENT SERVICES CORP.·HORSHAM, Pennsylvania
Unclaimed Profile
800 ENTERPRISE ROAD, HORSHAM, PA 19044CRD# 3207794Firm CRD# 121445
01

About

Steven Michael Zimmerman is a registered financial advisor based in HORSHAM, Pennsylvania, affiliated with VF INVESTMENT SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VF INVESTMENT SERVICES CORP.
MAGIS FINANCIAL PARTNERS
AUM
$242M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VF INVESTMENT SERVICES CORP. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 3207794
Firm CRD# 121445
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Michael Zimmerman offer?
Steven Michael Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HORSHAM, Pennsylvania for a consultation.
What are Steven Michael Zimmerman's credentials?
Steven Michael Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Zimmerman located?
Steven Michael Zimmerman is based in HORSHAM, Pennsylvania, working with VF INVESTMENT SERVICES CORP.. Their office serves clients in the HORSHAM metropolitan area and surrounding communities.
How does Steven Michael Zimmerman charge for services?
Steven Michael Zimmerman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VF INVESTMENT SERVICES CORP.?
VF INVESTMENT SERVICES CORP. has approximately 4 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HORSHAM
John Myron Davis — VF INVESTMENT SERVICES CORP.Peter Moffit Sherman — INDEPENDENCE CAPITAL MANAGEMENT INC.Susan Twine Deakins — HORNOR, TOWNSEND & KENT, LLCFranklin Luther Best Jr. — HORNOR, TOWNSEND & KENT, LLCKevin Terence Reynolds — HORNOR, TOWNSEND & KENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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