T
T.E. Zimmerman, Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Pension consulting
Main office location
T.E. Zimmerman, Investment Services
Langhorne PA, United States
Number of offices
1
Most active in
T.E. Zimmerman, Investment Services has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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