Zimmerman Advisory Group, LLC
Zimmerman Advisory Group, LLC (CRD# 148214) is a financial advisory firm headquartered in Dublin, OH. They manage $16,254,889 in 193 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts193ACCOUNTS
Average Account Value$84,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Lawrence Zimmerman (CRD# 5066166) is an Investment Advisor Representative working at Zimmerman Advisory Group, LLC in Dublin, OH and has over 12 years of experience in the finance industry.