Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > tampa > ANZU PARTNERS, LLC
ANZU PARTNERS, LLC
12610 Race Track Road
Suite 250
Tampa, Florida 33626
Tel: 202 742 5870
About ANZU PARTNERS, LLC
ANZU PARTNERS, LLC, formally registered with the SEC as ANZU PARTNERS, LLC. The firm was established in 08/20/2020. They have over 6 offices throughout the country.
ANZU PARTNERS, LLC is a Tampa, Florida based Financial Planning firm with nearly $1,038,441,111 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 62 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288985 |
| SEC# | 801-119315 |
| Assets Managed by Firm | $1,038,441,111 |
| No. of Clients | 19 |
| No. of Advisors | 62 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19 | $1,038,441,111 |
More Retirement Planning firms in Tampa, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Tampa, Florida