Zimmerman Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Zimmerman Wealth Management LLC
CRD #127526
SEC #801-62210
CIK #
AUM $264.5 MM (79% Disc, 100% US, 2020-03-30)
Employees5 (20% Investors, 0% Brokers)
Phone847-556-3200
Address500 Davis Street
Evanston, IL 60201
Source [IAPD] [Website]
Total AUM ($MM)
2652121591065302003200920152021
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
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com