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Building 2ZIMMERMAN WEALTH MANAGEMENT, LLC

Map pinEVANSTON, IL
Phone847-556-3200
NotebookSEC #801-62210
Total AUM
$472.4M
Employees
7
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 DAVIS STREET
SUITE 1005
EVANSTON
IL 60201
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
847-556-3200

ReceiptFinancials

Total AUM
$472.4M
Accounts
225
Discretionary
$468.1M
Accounts
213
Non-Discretionary
$4.3M
Accounts
12

ContactClients

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Individual Clients
9
AUM
$145.6K
HNW Individual Clients
216
AUM
$472.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLA

HandshakeAffiliates

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

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