Zimmerman Advisory Group, LLC

Zimmerman Advisory Group, LLC (CRD# 148214) is a financial advisory firm headquartered in Dublin, OH. They manage $25,833,278 in 173 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5650 Blazer Pkwy, Ste 100, Dublin, OH 43017
http://www.zimmermanadvisory.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $149,325
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Zimmerman Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence Zimmerman, financial advisor Dublin OH
Lawrence C. Zimmerman
CRD#: 5066166
5650 Blazer Pkwy, Ste 100, Dublin, OH 43017

Lawrence Zimmerman (CRD# 5066166) is an Investment Advisor Representative working at Zimmerman Advisory Group, LLC in Dublin, OH and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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