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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About Zimmerman Capital Management
Zimmerman Capital Management is an independent RIA in Salem, Ohio serving retail and institutional clients. The firm provides financial and investment planning, portfolio construction, and tax, estate, and insurance planning, with an asset-allocation and risk-management approach using mutual funds and ETFs in SMA portfolios. Founder Jeffrey M. Zimmerman is a CFP and Chief Compliance Officer; custody includes Charles Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
JEFFREY M ZIMMERMAN
Certified Financial Planner, Chief Compliance Officer
- CRD
- #1649698
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,217,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,217,015 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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