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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Zimmermann Investment Management & Planning LLC
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|---|---|
| CRD # | 297516 |
| SEC # | 801-113579 |
| CIK # | 0001908404 |
| AUM | $409.3 M (2024-12-24) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 717-403-6030 |
| Address | 502 Bridge Street New Cumberland, PA 17070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Blackstone Group LP | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 - 2025 |
|---|---|---|
| 13F-HR | [0001908404] |
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|---|---|---|
|
Moseley Investment Management Inc
✚
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FL | 0.4 |
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CRUX Wealth Advisors
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CA | 0.4 |
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Markowski Brothers Holding Corporation
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0.4 | |
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Juncture Wealth Strategies LLC
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AZ | 0.4 |
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Cross Staff Investments Inc
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NY | 0.4 |
|
Gold Investment Management Ltd
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|
0.4 | |
|
AG Asset Advisory LLC
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|
CA | 0.4 |
|
Brown Wealth Management LLC
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|
IL | 0.4 |
|
Parkwoods Wealth Partners LLC
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|
MO | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
0.4 |