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- Custodian
- Folio Investments · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2008
- Office Locations
- 1
Office Locations
About Zimmerman Advisory Group, LLC
Zimmerman Advisory Group is an Ohio RIA focused on helping individuals prepare for and live through retirement, covering income sustainability, inflation, healthcare costs, and downside risk. The firm provides financial planning alongside portfolio construction and ongoing asset management, with a risk/reward process often implemented using ETFs and public funds. A distinctive outreach angle is its “second-opinion” reviews supported by before/after case studies.
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Investment Themes
Investment Vehicles
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Owner & Executives
LAWRENCE CARL ZIMMERMAN II
Chief Compliance Officer, Founder, Investment Advisor Representative, Managing Member
- CRD
- #5066166
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,271,543 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,271,543 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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