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Home > Retirement Planners > florida > winter park > DEPRINCE, RACE & ZOLLO, INC.
DEPRINCE, RACE & ZOLLO, INC.
250 Park Avenue South
Suite 250
Winter Park, Florida 32789
Tel: 407-420-9903
About DEPRINCE, RACE & ZOLLO, INC.
DEPRINCE, RACE & ZOLLO, INC, formally registered with the SEC as DEPRINCE, RACE & ZOLLO, INC. The firm was established in 03/22/1995. They have over 1 offices throughout the country.
DEPRINCE, RACE & ZOLLO, INC. is a Winter Park, Florida based Financial Planning firm with nearly $4,811,361,206 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112099 |
| SEC# | 801-48779 |
| Assets Managed by Firm | $4,811,361,206 |
| No. of Clients | 79 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PERIODICALLY PROVIDE PORTFOLIO MODEL UPDATES TO OTHER ADVISERS FOR A FEE.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 79 | $4,811,361,206 |
| High net worth individuals | 2 | $3,567,026 |
| Pension and profit sharing plans | 27 | $2,069,129,875 |
| Charitable organizations | 8 | $136,484,267 |
| Corporations or other businesses | 4 | $178,673,455 |
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