Zimmerman Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

500 Davis St Ste 1005, Evanston, Illinoi...

Phone Number

(847) 556-3200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
4
1
1
1

About Zimmerman Wealth Management

Zimmerman Wealth Management is a fee-only fiduciary firm based in Evanston, Illinois, serving clients in the greater Chicago area and nationwide. The firm specializes in comprehensive financial planning and investment management, with a commitment to putting clients' best interests first. They cater to individuals and families at different life stages, providing tailored financial solutions to help clients achieve their goals. With a focus on stability and long-term relationships, Zimmerman Wealth Management has served multiple generations of clients.Explore more
Zimmerman Wealth Management's Social MediaPopular SearchesZimmerman Wealth Management LLCZimmerman Wealth ManagementZimmerman Wealth StrategiesZimmerman Wealth Strategies IncBENNETT ZIMMERMAN FINANCIAL MANAGEMENT IncSIC Code 62,628NAICS Code 52,523Show more

Zimmerman Wealth Management Org Chart

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ME
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Director, Financial Planning

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EM
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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Zimmerman Wealth Manageme...

<$5M
1-10
Private
-
2003
ME
Mona EdwardsDirector, Financial Planning
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JB
James BradleyFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Zimmerman Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Zimmerman Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Zimmerman Wealth Management.

Zimmerman Wealth Management Tech Stack

A closer look at the technologies used by Zimmerman Wealth Management

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Frequently Asked Questions Regarding Zimmerman Wealth Management

What is Zimmerman Wealth Management's official website?
Zimmerman Wealth Management's official website is www.zimmermanwealth.com
What is Zimmerman Wealth Management's Revenue?
Zimmerman Wealth Management's revenue is <$5 Million
What is Zimmerman Wealth Management's SIC code?
Zimmerman Wealth Management's SIC: 62,628
What is Zimmerman Wealth Management's NAICS code?
Zimmerman Wealth Management's NAICS: 52,523
How many employees does Zimmerman Wealth Management have?
Zimmerman Wealth Management has 1-10 employees
What industry does Zimmerman Wealth Management belong to?
Zimmerman Wealth Management is in the industry of: Finance, Securities Trading
What is Zimmerman Wealth Management competition?
Zimmerman Wealth Management top competitors include: Sterling Total Wealth Solutions, Sierra Pacific Financial Advisors, Sherwood Investment Services, Covenant Wealth Advisors
What technology does Zimmerman Wealth Management use?
Some of the popular technologies that Zimmerman Wealth Management uses are: Google Universal Analytics, Barracuda Networks, Google Font API, Microsoft 365
How do I contact Zimmerman Wealth Management?
Zimmerman Wealth Management contact info: Phone number: (847) 556-3200 Website: www.zimmermanwealth.com
What does Zimmerman Wealth Management do?

Zimmerman Wealth Management is a fee-only fiduciary firm based in Evanston, Illinois, serving clients in the greater Chicago area and nationwide. The firm specializes in comprehensive financial planning and investment management, with a commitment to putting clients' best interests first. They cater to individuals and families at different life sta... ges, providing tailored financial solutions to help clients achieve their goals. With a focus on stability and long-term relationships, Zimmerman Wealth Management has served multiple generations of clients.Read More

What are Zimmerman Wealth Management social media links?
Zimmerman Wealth Management Linkedin page Zimmerman Wealth Management Facebook page
Is Zimmerman Wealth Management a public company?
Zimmerman Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Zimmerman Wealth Management

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