1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BERNZOTT CAPITAL ADVISORS

Map pinCAMARILLO, CA
Phone800-856-2646
NotebookSEC #801-56940
Total AUM
$265.4M
Employees
3
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 PASEO CAMARILLO
SUITE 180
CAMARILLO
CA 93010
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
800-856-2646

ReceiptFinancials

Total AUM
$265.4M
Accounts
406
Discretionary
$260.2M
Accounts
374
Non-Discretionary
$5.2M
Accounts
32

ContactClients

View more in analytics →

Individual Clients
39
AUM
$6.2M
HNW Individual Clients
145
AUM
$189.7M
Pension/Profit Sharing Plan Clients
6
AUM
$6M
Charitable Organization Clients
9
AUM
$25.7M
Investment Advisor Clients
1
AUM
$5.2M
Corporation or Business Clients
14
AUM
$32.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account