ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
CRD #297516 SEC #801-113579 NEW CUMBERLAND, PA 717-403-6030
SEC Registered
Total AUM
$409.3M
Discretionary
$385.7M
Employees
6
Clients
26
Accounts
2,303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $409.3M | $385.7M | $23.6M | 6 | 0 |
| Oct 2024 | $409.3M | $385.7M | $23.6M | 6 | 0 |
| Jan 2024 | $409.3M | $385.7M | $23.6M | 6 | 0 |
| Nov 2023 | $305.6M | $287.4M | $18.3M | 6 | 0 |
| Jun 2023 | $305.6M | $287.4M | $18.3M | 6 | 0 |
| Jan 2023 | $305.6M | $287.4M | $18.3M | 6 | 0 |
| Jan 2023 | $338.9M | $330M | $8.8M | 6 | 0 |
| Dec 2022 | $338.9M | $330M | $8.8M | 6 | 0 |
| Mar 2022 | $338.9M | $330M | $8.8M | 6 | 0 |
| Feb 2022 | $338.9M | $330M | $8.8M | 6 | 0 |
| Jan 2022 | $338.9M | $330M | $8.8M | 6 | 0 |
| Nov 2021 | $266.6M | $259.5M | $7.1M | 6 | 0 |
| Oct 2021 | $266.6M | $259.5M | $7.1M | 6 | 0 |
| Oct 2021 | $266.6M | $259.5M | $7.1M | 6 | 0 |
| Sep 2021 | $266.6M | $259.5M | $7.1M | 6 | 0 |
| Sep 2021 | $266.6M | $259.5M | $7.1M | 6 | 0 |
| May 2021 | $266.6M | $259.5M | $7.1M | 6 | 0 |
| Feb 2021 | $266.6M | $259.5M | $7.1M | 6 | 0 |
| Nov 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Jul 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Jul 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Jul 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Jun 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| May 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Apr 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Apr 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Apr 2020 | $190.5M | $184.4M | $6M | 6 | 0 |
| Feb 2020 | $190.5M | $184.4M | $6M | 5 | 0 |
| Feb 2020 | $190.5M | $184.4M | $6M | 5 | 0 |
| Jan 2020 | $190.5M | $184.4M | $6M | 5 | 0 |
| Jan 2020 | $102.4M | $100.6M | $1.8M | 5 | 0 |
| Aug 2019 | $102.4M | $100.6M | $1.8M | 5 | 0 |
| Jul 2019 | $102.4M | $100.6M | $1.8M | 5 | 0 |
| Jul 2019 | $102.4M | $100.6M | $1.8M | 5 | 0 |
| Jun 2019 | $102.4M | $100.6M | $1.8M | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| Apr 2019 | $0 | $0 | $0 | 5 | 0 |
| Apr 2019 | $0 | $0 | $0 | 2 | 0 |
| Mar 2019 | $0 | $0 | $0 | 2 | 0 |
| Mar 2019 | $0 | $0 | $0 | 2 | 0 |
| Oct 2018 | $0 | $0 | $0 | 2 | 0 |
| Jun 2018 | $0 | $0 | $0 | 2 | 0 |
DateDec 2024
Total AUM$409.3M
Discretionary$385.7M
Non-Disc.$23.6M
Employees6
Clients0
DateOct 2024
Total AUM$409.3M
Discretionary$385.7M
Non-Disc.$23.6M
Employees6
Clients0
DateJan 2024
Total AUM$409.3M
Discretionary$385.7M
Non-Disc.$23.6M
Employees6
Clients0
DateNov 2023
Total AUM$305.6M
Discretionary$287.4M
Non-Disc.$18.3M
Employees6
Clients0
DateJun 2023
Total AUM$305.6M
Discretionary$287.4M
Non-Disc.$18.3M
Employees6
Clients0
DateJan 2023
Total AUM$305.6M
Discretionary$287.4M
Non-Disc.$18.3M
Employees6
Clients0
DateJan 2023
Total AUM$338.9M
Discretionary$330M
Non-Disc.$8.8M
Employees6
Clients0
DateDec 2022
Total AUM$338.9M
Discretionary$330M
Non-Disc.$8.8M
Employees6
Clients0
DateMar 2022
Total AUM$338.9M
Discretionary$330M
Non-Disc.$8.8M
Employees6
Clients0
DateFeb 2022
Total AUM$338.9M
Discretionary$330M
Non-Disc.$8.8M
Employees6
Clients0
DateJan 2022
Total AUM$338.9M
Discretionary$330M
Non-Disc.$8.8M
Employees6
Clients0
DateNov 2021
Total AUM$266.6M
Discretionary$259.5M
Non-Disc.$7.1M
Employees6
Clients0
DateOct 2021
Total AUM$266.6M
Discretionary$259.5M
Non-Disc.$7.1M
Employees6
Clients0
DateOct 2021
Total AUM$266.6M
Discretionary$259.5M
Non-Disc.$7.1M
Employees6
Clients0
DateSep 2021
Total AUM$266.6M
Discretionary$259.5M
Non-Disc.$7.1M
Employees6
Clients0
DateSep 2021
Total AUM$266.6M
Discretionary$259.5M
Non-Disc.$7.1M
Employees6
Clients0
DateMay 2021
Total AUM$266.6M
Discretionary$259.5M
Non-Disc.$7.1M
Employees6
Clients0
DateFeb 2021
Total AUM$266.6M
Discretionary$259.5M
Non-Disc.$7.1M
Employees6
Clients0
DateNov 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateJul 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateJul 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateJul 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateJun 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateMay 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateApr 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateApr 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateApr 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees6
Clients0
DateFeb 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees5
Clients0
DateFeb 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees5
Clients0
DateJan 2020
Total AUM$190.5M
Discretionary$184.4M
Non-Disc.$6M
Employees5
Clients0
DateJan 2020
Total AUM$102.4M
Discretionary$100.6M
Non-Disc.$1.8M
Employees5
Clients0
DateAug 2019
Total AUM$102.4M
Discretionary$100.6M
Non-Disc.$1.8M
Employees5
Clients0
DateJul 2019
Total AUM$102.4M
Discretionary$100.6M
Non-Disc.$1.8M
Employees5
Clients0
DateJul 2019
Total AUM$102.4M
Discretionary$100.6M
Non-Disc.$1.8M
Employees5
Clients0
DateJun 2019
Total AUM$102.4M
Discretionary$100.6M
Non-Disc.$1.8M
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0