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ZIMMERMAN WEALTH MANAGEMENT, LLC
ZIMMERMAN WEALTH MANAGEMENT, LLC
EVANSTON, Illinois
·
1 registered advisor
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CRD# 127526
SEC# 801-62210
0
847-556-3200
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 Planning
Investment Management
Wealth Management
04
Advisors at ZIMMERMAN WEALTH MANAGEMENT, LLC
1 registered advisor
Thomas H Zimmerman
EVANSTON, Illinois
CRD# 1198889
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
.