# ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC of NEW CUMBERLAND, PA is an SEC-registered investment adviser.

## Registration

- CRD: 297516
- Type: SEC-registered investment adviser
- SEC file number: 801-113579
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297516/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297516/similar
- Related entities: https://search.stillhousedata.com/firm/297516/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297516

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.