T.E. Zimmerman, Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
T.E. Zimmerman, Investment Services presents itself primarily as an investment manager for pooled vehicles and institutional mandates, and its Form ADV (Item 7) also specifies pension consulting and a broad set of client types. While many investment managers focus on institutional mandates, the brochure lists an unusually wide range of potential clients, including banking or thrift institutions, sovereign wealth funds, insurance companies, state and municipal governments, charitable organizations, corporate clients, and both high‑net‑worth and non‑HNW individuals.
The firm indicates it provides discretionary management for pooled vehicles and uses customary percentage‑of‑AUM fee arrangements, and its Form ADV discloses other financial industry activities (Item 10). Those disclosures identify real estate broker/agent and insurance broker/agent roles and sales of other financial products, which the brochure suggests could be part of how the firm supports client mandates or pension consulting engagements.
What distinguishes this firm from many peers is the combination of traditional investment‑management services with licensed real‑estate and insurance brokerage activities and other product sales—activities only a small share of investment managers report. It is also notable that the brochure reports a very small firm scale (one advisor and no reported AUM or retail clients) while listing the capacity to work with large institutional client types, a profile that is uncommon among investment‑manager peers.
Client services
Main office
Langhorne PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Personal & Business Management Services, Inc. · T.E. Zimmerman, Investment Services · Theodore E. Zimmerman(realestate Salesperson) · Zimmerman,Theodore,Edward
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)