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ZIMMERMAN CAPITAL MANAGEMENT
ZIMMERMAN CAPITAL MANAGEMENT, LLC
CRD 120619
1450 FRANKLIN AVE., SALEM, OH, 44460, United States
Phone
330-332-4261
Fax
330-337-9184
Registration
— (—)
Source
State registered
Total AUM
$95.2M
Discretionary AUM
$95.2M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $9.7M |
| High net worth individuals | 30 | $46.2M |
| Pension/profit sharing plans | 6 | $24.0M |
| Charitable organizations | 2 | $15.4M |
All web addresses on file
Official SEC filing: View on IAPD