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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-2021
- Office Locations
- 1
Office Locations
About Zimmer Capital Management LLC
Zimmer Capital Management is a fee-only, fiduciary RIA providing financial planning and discretionary portfolio management for everyday investors. The firm emphasizes practical debt, savings, and budgeting strategies alongside data-driven portfolios that blend passive and active approaches with diversification aligned to each client’s risk profile. Accounts can be custodied with firms such as Charles Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Mitchell Zimmer
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #7402816
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,190,646 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,190,646 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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