JZ PARTNERS

70 E. 55th Street
15th Floor
New York, New York 10022
Tel: 212-485-9410

About JZ PARTNERS

JZ PARTNERS, formally registered with the SEC as JZ PARTNERS. The firm was established in 03/30/2012. They have over 5 offices throughout the country.

JZ PARTNERS is a New York, New York based Financial Planning firm with nearly $723,408,181 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160932
SEC#	801-73940
Assets Managed by Firm	$723,408,181
No. of Clients	8
No. of Advisors	31

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$723,408,181

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