ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
New Cumberland, Pennsylvania
5.0
1 Review
Zimmermann Investment Management & Planning LLC is a trusted investment advisory firm based out of New Cumberland, PA. With over 960 individual clients and an impressive $305,638,000 in assets under management, they have established themselves as a prominent player in the industry. Serving both employer 401K plans and individuals, over 80% of their assets are dedicated to managing these accounts.
Zimmermann Investment Management & Planning LLC boasts a team of highly qualified professionals who excel in providing comprehensive investment advisory services. With a compensation structure that includes a percentage of assets under m...
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Assets Under Mgmt
$305.64M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Disclosures
Convicted or pled guilty to misdemeanor involving investments (10 yrs)
Convicted or pled guilty to misdemeanor involving investments (10 yrs)
Articles
Articles
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