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Home > Retirement Planners > illinois > evanston > ZIMMERMAN WEALTH MANAGEMENT, LLC
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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