ZIMMERMAN WEALTH MANAGEMENT, LLC

500 Davis Street
Suite 1005
Evanston, Illinois 60201
Tel: 847-556-3200

About ZIMMERMAN WEALTH MANAGEMENT, LLC

ZIMMERMAN WEALTH MANAGEMENT, LLC, formally registered with the SEC as ZIMMERMAN WEALTH MANAGEMENT, LLC. The firm was established in 07/14/2003. They have over 1 offices throughout the country.

ZIMMERMAN WEALTH MANAGEMENT, LLC is a Evanston, Illinois based Financial Planning firm with nearly $387,671,722 assets under management, offering retirement planning & investment advisory services to 206 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127526
SEC#	801-62210
Assets Managed by Firm	$387,671,722
No. of Clients	206
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	206	$387,671,722
Individuals (other than high net worth individuals)	12	$632,124
High net worth individuals	192	$364,535,743
Pension and profit sharing plans	2	$22,503,855

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