ZIMMERMAN WEALTH MANAGEMENT, LLC - Financial Advisor in Illinois, Evanston

Tel: 847-556-3200 500 Davis Street Suite 1005 Evanston, Illinois 60201

About ZIMMERMAN WEALTH MANAGEMENT, LLC

ZIMMERMAN WEALTH MANAGEMENT, LLC is a Evanston, Illinois based financial advisory firm with nearly $387,671,722 in assets under management and provides investment advisory services for 206 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

127526

Firm SEC#:

801-62210

Assets Under Management:

$387,671,722

No. of Clients:

206

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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