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RZH ADVISORS LLC
One Landmark Square
11th Floor
Stamford, Connecticut 06901
Tel: 203-355-0880
About RZH ADVISORS LLC
RZH ADVISORS LLC, formally registered with the SEC as RZH ADVISORS LLC. The firm was established in 05/17/2010. They have over 1 offices throughout the country.
RZH ADVISORS LLC is a Stamford, Connecticut based Financial Planning firm with nearly $1,718,028,015 assets under management, offering retirement planning & investment advisory services to 1438 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125696 |
| SEC# | 801-71454 |
| Assets Managed by Firm | $1,718,028,015 |
| No. of Clients | 1438 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1438 | $1,718,028,015 |
| Individuals (other than high net worth individuals) | 125 | $72,228,879 |
| High net worth individuals | 279 | $1,644,735,390 |
| Corporations or other businesses | Fewer than 5 clients | $1,063,746 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
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