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Building 2ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Map pinNEW CUMBERLAND, PA
Phone717-403-6030
NotebookSEC #801-113579
Total AUM
$409.3M
Employees
6
Clients
1,188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
502 BRIDGE STREET
NEW CUMBERLAND
PA 17070
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONL
Phone
717-403-6030

ReceiptFinancials

Total AUM
$409.3M
Accounts
2,303
Discretionary
$385.7M
Accounts
2,280
Non-Discretionary
$23.6M
Accounts
23

ContactClients

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Individual Clients
1,145
AUM
$335.7M
HNW Individual Clients
37
AUM
$66.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
4
AUM
$4.4M
Corporation or Business Clients
1
AUM
$103.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Misdemeanor ConvictionMisdemeanor Conviction Charge
State Registrations
FLMDNCPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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