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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 $2,286,673,248 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$2,286,673,248
No. of Clients82
No. of Advisors25

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total82$2,286,673,248
Pension and profit sharing plans5$88,032,115
Charitable organizations1$462
Corporations or other businesses7$216,908,295

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