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ZIMMERMAN WEALTH MANAGEMENT, LLC
Tel: 847-556-3200
500 Davis Street Suite 1005
Evanston, Illinois 60201
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
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
Firm CRD#:
127526
SEC#:
801-62210
No. of Clients:
206
Assets under Management
$387,671,722
No. of Advisors:
7
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