Z
$209.2M Total AUM
$209.2M Disc. AUM
9.7% 3Y CAGR
1 Employees
21 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1992
- Office Locations
- 1
Office Locations
-- Longboat KEY FL
About Zimmermann Alan L
Zimmermann Alan L is a Longboat KEY-based RIA. The firm has been operating for 34 years. Managing $209.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$209.2M AVG AUM / ADVISOR
$10.0M AVG AUM / CLIENT
34.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Vehicles
Available
Services
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Owner & Executives
A
ALAN LEWIS ZIMMERMANN
Chief Compliance Officer, Managing Director, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,246,390 | $9,964,114 |
| Non-Discretionary | $0 | -- |
| Total | $209,246,390 | $9,964,114 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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