ZIMMERMAN ADVISORY GROUP, LLC

ZIMMERMAN ADVISORY GROUP, LLC of DUBLIN, OH is an SEC-registered investment adviser (CRD 148214). Regulatory assets under management: $31.3M.

Registration

• CRD: 148214
• Type: Registered investment adviser
• Location: 5650 BLAZER PKWY, DUBLIN, OH, 43017
• Phone: 614-571-5058
• Latest filing: 2026-03-20
• Regulatory AUM: $31.3M
• Discretionary AUM: $31.3M
• Clients: 1
• Accounts: 169

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148214 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search