ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

NEW CUMBERLAND, Pennsylvania·2 registered advisors·CRD# 297516
SEC# 801-1135790717-403-6030
01

Firm Overview

AUM
$409M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

2 registered advisors
Curt Heinz Zimmermann
NEW CUMBERLAND, Pennsylvania
Kimberly Irene Swope
NEW CUMBERLAND, Pennsylvania
05

Office Locations

NEW CUMBERLAND, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (CRD# 297516) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.