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Home > Retirement Planners > nevada > incline village > ZAZOVE ASSOCIATES LLC
ZAZOVE ASSOCIATES LLC
1001 Tahoe Blvd
Incline Village, Nevada 89451
Tel: 775.298.7500
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 Status | Approved |
|---|---|
| Firm CRD# | 104751 |
| SEC# | 801-34818 |
| Assets Managed by Firm | $2,286,673,248 |
| No. of Clients | 82 |
| No. of Advisors | 25 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 82 | $2,286,673,248 |
| Pension and profit sharing plans | 5 | $88,032,115 |
| Charitable organizations | 1 | $462 |
| Corporations or other businesses | 7 | $216,908,295 |
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