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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Advisory

N·NEW CUMBERLAND, PA

Data as of Dec 24, 2024 · Source: SEC Form ADV

Total AUM
$409M
1-Year AUM Growth
+33.9%
3-Year CAGR
+6.7%
Employees
6
Assets Under Management
Total AUM$409M
Discretionary AUM$386M
Non-Discretionary AUM$24M
Discretionary %94.2%
Total Clients—
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingJun 8, 2018
Latest FilingDec 24, 2024
🔒 Full AUM trend chart and 43 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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