|
⚲
|
| Zimmermann Alan L
✚
|
|
|---|---|
| CRD # | 106286 |
| SEC # | 801-45566 |
| CIK # | |
| AUM | $158.6 MM (2023-03-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 941-387-9310 |
| Address | 415 Lambiance Dr Longboat Key, FL 34228 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.5 |
| (b) Individuals (high net worth individuals) | 21 | 157.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 158.6 |
| By Discretionary | ||
| Discretionary | 24 | 158.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 158.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.6 | |
| Total | 24 | 158.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brown Wealth Management LLC
✚
|
IL | 0.2 |
|
Rutherford Asset Planning Inc
✚
|
FL | 0.2 |
|
Chancellor Financial Group LP
✚
|
PA | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
Royal Capital Wealth Management LLC
✚
|
IN | 0.2 |
|
AHL Investment Management Inc
✚
|
FL | 0.2 |
|
Wynn Capital LLC
✚
|
GA | 0.2 |
|
Optimist Retirement LLC
✚
|
WA | 0.2 |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 0.2 |
|
Powerhouse Assets LLC
✚
|
MA | 0.2 |