ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC of NEW CUMBERLAND, PA is an SEC-registered investment adviser (CRD 297516). Regulatory assets under management: $409.3M.
Registration
- CRD: 297516
- SEC file number: 801-113579
- Type: Registered investment adviser
- Location: 502 BRIDGE STREET, NEW CUMBERLAND, PA, 17070
- Phone: 717-403-6030
- Latest filing: 2024-12-24
- Regulatory AUM: $409.3M
- Discretionary AUM: $385.7M
- Non-discretionary AUM: $23.6M
- Clients: 6
- Accounts: 2,303
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| ZIMMERMANN CURT HEINZ | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SWOPE KIMBERLY IRENE | CHIEF COMPLIANCE OFFICER | — |
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