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ZIMMERMAN ADVISORY GROUP, LLC
CRD 148214
5650 BLAZER PKWY, STE 100, DUBLIN, OH, 43017, United States
Phone
614-571-5058
Fax
866-760-2467
Registration
— (—)
Source
State registered
Total AUM
$31.3M
Discretionary AUM
$31.3M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $24.6M |
| High net worth individuals | 4 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD