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Zimmermann Alan L

● SEC registered since 1994CRD 106286SEC# 801-45566
Export (members)
Reg. AUM
$209.2M
Employees
1
Accounts
21
Location

Zimmermann Alan L assets under management

Zimmermann Alan L operates as an SEC-registered investment adviser. The firm has been registered since 1994. It reports $209.2 million in regulatory assets under management and employs 1 people.

Zimmermann Alan L owners & executives

1 reported
NameTitleOwnershipSince
Alan Lewis Zimmermann ControlOwner/Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does Zimmermann Alan L manage?

Zimmermann Alan L reports $209.2 million in regulatory assets under management on its Form ADV.

How many employees does Zimmermann Alan L have?

Zimmermann Alan L reports 1 employees.

Does Zimmermann Alan L disclose fund performance?

Zimmermann Alan L is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone9173559432
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$209.2M▲ 10%
Feb '25 — $190MMar '25 — $190MApr '25 — $190MMay '25 — $190MJun '25 — $190MJul '25 — $190MAug '25 — $190MSep '25 — $190MOct '25 — $190MNov '25 — $190MDec '25 — $190MJan '26 — $190MFeb '26 — $190MMar '26 — $209.2MApr '26 — $209.2MMay '26 — $209.2MJun '26 — $209.2M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$209.2Mregulatory AUM
Discretionary $209.2M