Zachary
Zimmer

Trebuchet Consulting, LLC

CRD#7467450
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Zachary Zimmer is a financial advisor based in Pittsburgh, Pennsylvania, working with Trebuchet Consulting, LLC. Zachary has previously held positions at Trebuchet Consulting, LLC, Thomas Jefferson High School, and Kent State University. Zachary is registered to provide services in Pennsylvania. Currently, Zachary is part of Trebuchet Consulting, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 7 employees and manages assets totaling $799.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Trebuchet Consulting, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

313 Castle Shannon Blvd.
Pittsburgh, PA 15234

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Trebuchet Consulting, LLC Brokerage Details

Total Assets Under Management

$799,349,079

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

855

PA Average: 3,342
Average Account Size

$934,911

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Zachary Zimmer Work History

2016 - Present (9 years)

Trebuchet Consulting, LLC

2008 - 2016 (8 years)

Thomas Jefferson High School And Kent State University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zachary Zimmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trebuchet Consulting, LLC

Mitchell Mosgrove
Pittsburgh, PA
Zachary Zimmer
Pittsburgh, PA
Steven Miller
Pittsburgh, PA
John Krolikowski
Pittsburgh, PA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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