A complete list of active advisors currently associated with T.E. Zimmerman, Investment Services
Warmer can help you find a great advisor at T.E. Zimmerman, Investment Services or one who fits your needs even better.
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.
To learn more about the advisors currently working at T.E. Zimmerman, Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Langhorne, PA
| 1
|
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