L
CRD: 122167
Linda Zimmermann Financial Planning AND Counseling
Greenfield, IN
3174622856
$83.0M Total AUM
$83.0M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-1991
- Office Locations
- 1
Office Locations
-- Greenfield IN
About Linda Zimmermann Financial Planning AND Counseling
Linda Zimmermann Financial Planning AND Counseling is a Greenfield-based RIA. The firm has been operating for 35 years. Managing $83.0M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$83.0M AVG AUM / ADVISOR
$790.9K AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
North
Investment Themes
Element Prime value
Investment Vehicles
Crest bridge
Services
Ridge timber Vertex Optima
Owner & Executives
L
LINDA MARGARET ZIMMERMANN
Financial Advisor, FINANCIAL PLANNER, General Partner
- CRD
- #4581090
- Ownership
- 75% or more
(942) 397-3793
peak.alpha@zenithcapital.com
in linkedin.com/in/vertex-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,046,248 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,046,248 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,046,248
Equity - Exchange:
26.0% Municipal Bonds:
29.0% Cash:
16.1% U.S. Government/Agency:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,021,093,773 | 26.0% |
| Municipal Bonds | $1,138,912,285 | 29.0% |
| Cash | $632,292,683 | 16.1% |
| U.S. Government/Agency | $1,134,985,002 | 28.9% |
| Total | $3,927,283,743 | 100.0% |