Zimmerman Wealth Management LLC


Assets, Funds, Holdings

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Zimmerman Wealth Management LLC
CRD #127526
SEC #801-62210
AUM $264.5 MM (79% Disc, 100% US, 2020-03-30)
Employees5 (20% Investors, 0% Brokers)
Address500 Davis Street
Evanston, IL 60201
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Longview Capital Management LLC
DE 0.3
Horizon Advisors LLC
TX 0.3
Harrington Investments Incorporated
CA 0.3
McMurrey Investment Advisors LLC
TX 0.3
Benchmark Private Wealth Management LLC
TX 0.3
Silver Oak Advisory Group Inc
OR 0.3
Paskin Capital Advisors LLC
CA 0.3
Signature Wealth Management Group LLC
GA 0.3
Fiduciary Advisory & Management Co Inc
TX 0.3
SFG Investment Advisors Inc
PA 0.3
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