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Building 2ZIMMERMANN ALAN L

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Phone9173559432
NotebookSEC #801-45566
Total AUM
$209.2M
Employees
1
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
9173559432

ReceiptFinancials

Total AUM
$209.2M
Accounts
21
Discretionary
$209.2M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$667.4K
HNW Individual Clients
20
AUM
$208.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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