# Zimmerman Advisory Group Zimmerman Advisory Group is a RIA based in Dublin. ## Overview - **Organization type:** RIA - **Headquarters:** Dublin - **Assets under management:** Undisclosed - **Website:** https://zimmermanadvisory.com ## Regulatory record - **CRD number:** 148214 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148214 ## About Zimmerman Advisory Group is a Registered Investment Advisory Firm founded and led by Carl Zimmerman. The firm specializes in helping clients make smart choices with their retirement assets to maximize the probability of achieving their retirement dreams and goals. It is a specialty wealth management firm dedicated to the unique financial issues facing pre-retirees and those already in retirement, operating on a fiduciary basis with an education-based planning process. ## Sectors - Pre-retirees and individuals already in retirement ## Questions ### Who founded Zimmerman Advisory Group? The founder of Zimmerman Advisory Group has not been publicly identified. No press releases, corporate filings, or media interviews name a founder or managing principal. The firm's ownership structure is not available in public records. ### What is Zimmerman Advisory Group's investment strategy? Zimmerman Advisory Group has not publicly disclosed any investment strategy, asset class preferences, or geographic focus. Without an official website, LinkedIn presence, or media coverage, there is no verifiable information on how the firm allocates capital or whether it makes direct investments, fund commitments, or provides advisory services only. ## Related profiles - [JS ALAN, LLC](https://altss.com/profile/js-alan-llc) - [Roseman Wagner Wealth Management](https://altss.com/profile/roseman-wagner-wealth-management) --- Last updated: 2026-08-11T15:08:42.881Z Canonical page: https://altss.com/profile/zimmerman-advisory-group-llc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology