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ZAZOVE ASSOCIATES LLC

1001 Tahoe Blvd
Incline Village, Nevada 89451
Tel: 775.298.7500

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About ZAZOVE ASSOCIATES LLC

ZAZOVE ASSOCIATES LLC, formally registered with the SEC as ZAZOVE ASSOCIATES LLC. The firm was established in 08/18/1989. They have over 1 offices throughout the country.

ZAZOVE ASSOCIATES LLC is a Incline Village, Nevada based Financial Planning firm with nearly $2,278,112,186 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104751
SEC# 801-34818
Assets Managed by Firm $2,278,112,186
No. of Clients 82
No. of Advisors 25

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total82$2,278,112,186
Pension and profit sharing plans11$85,397,241
Charitable organizations1$14,759,157
Corporations or other businesses5$244,854,326
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