Zimmermann Alan L

Overview

Alan L. Zimmermann operates a sole-proprietorship advisory practice that focuses on discretionary portfolio management for individuals and families, including small business owners. The firm is fee-based (percentage of assets under management) and has been registered with the SEC since 1994. The practice runs a compact, high-touch model: a small client roster, fully discretionary mandates and a clear preference for pooled public funds as the primary way to implement broad market exposure. The adviser is not positioned as an ESG-focused manager, does not act as a pension consultant or related adviser, and is not set up as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices