RIA Intel›Advisers›ZIMMERMANN ALAN L

ZIMMERMANN ALAN L

Advisory

N·

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$209M
1-Year AUM Growth
+13.5%
3-Year CAGR
-1.5%
Employees
1
Assets Under Management
Total AUM$209M
Discretionary AUM$209M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingFeb 14, 2001
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
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👥 Owners & Officers

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🏦 Client Demographics

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