|
⚲
|
| Zimmermann Investment Management & Planning LLC
✚
|
|
|---|---|
| CRD # | 297516 |
| SEC # | 801-113579 |
| CIK # | 0001908404 |
| AUM | $409.3 MM (2024-01-29) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 717-403-6030 |
| Address | 502 Bridge Street New Cumberland, PA 17070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 12.0 | |
| AAPL | 2,382,844.0 | 11.4 | |
| AMZN | 1,092,997.8 | 5.9 | |
| GOOGL | 1,475,138.5 | 5.5 | |
| MSFT | 1,918,222.4 | 3.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,145 | 335.7 |
| (b) Individuals (high net worth individuals) | 37 | 66.9 |
| (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 | 1 | 2.1 |
| (h) Charitable organizations | 4 | 4.4 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,303 | 409.3 |
| By Discretionary | ||
| Discretionary | 2,280 | 385.7 |
| Non-Discretionary | 23 | 23.6 |
| Total | 2,303 | 409.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.3 | |
| Total | 2,303 | 409.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908404] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Morganrosel Wealth Management LLC
✚
|
CO | 0.4 |
|
Fortress Wealth Planning LLC
✚
|
FL | 0.4 |
|
Navis Wealth Advisors LLC
✚
|
NY | 0.4 |
|
Avaii Wealth Management LLC
✚
|
WI | 0.4 |
|
Dean Jacobson Financial Services LLC
✚
|
TX | 0.4 |
|
Compass Financial Management LLC
✚
|
FL | 0.4 |
|
Whitener Capital Management Inc
✚
|
NC | 0.4 |
|
Ashton Thomas Securities LLC
✚
|
NY | 0.4 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.4 |
|
Orin Green Financial LLC
✚
|
CA | 0.4 |