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ZAIS GROUP
101 Crawfords Corner Road
Suite 1206
Holmdel, New Jersey 07733
Tel: 732-530-3610
About ZAIS GROUP
ZAIS GROUP, formally registered with the SEC as ZAIS GROUP. The firm was established in 10/21/1997. They have over 1 offices throughout the country.
ZAIS GROUP is a Holmdel, New Jersey based Financial Planning firm with nearly $6,040,388,802 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 47 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108371 |
| SEC# | 801-54979 |
| Assets Managed by Firm | $6,040,388,802 |
| No. of Clients | 37 |
| No. of Advisors | 47 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (COLLATERAL MANAGEMENT FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 37 | $6,040,388,802 |
| Pension and profit sharing plans | 1 | $456,383,116 |
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