ZIMMERMAN WEALTH MANAGEMENT, LLC

EVANSTON, Illinois·1 registered advisor·CRD# 127526
SEC# 801-622100847-556-3200
01

Firm Overview

AUM
$388M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ZIMMERMAN WEALTH MANAGEMENT, LLC

1 registered advisor
Thomas H Zimmerman
EVANSTON, Illinois
05

Office Locations

EVANSTON, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. ZIMMERMAN WEALTH MANAGEMENT, LLC (CRD# 127526) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.