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Zimmerman Wealth Management
Zimmerman Wealth Management is an SEC-registered investment adviser in Evanston, IL, registered since 2003. The firm manages $472 million in assets, $468...
Overview
Zimmerman Wealth Management is an SEC-registered investment adviser in Evanston, IL, registered since 2003. The firm manages $472 million in assets, $468 million on a discretionary basis. It has 7 employees and 5 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
Location
Region
North America
Country
United States
City
Evanston
Corporate office
Evanston, IL, United States
Frequently asked questions
What services does Zimmerman Wealth Management offer?
Based on public record, the firm provides wealth management, financial planning, and investment advisory services typical of a local RIA. This includes portfolio construction, retirement planning, and ongoing asset management for individuals and families. The firm has not publicly disclosed a specialization in alternative assets or institutional strategies.
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