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Building 2ZPR INVESTMENT MANAGEMENT INC

Map pinORANGE CITY, FL
Phone386-775-1177
NotebookSEC #801-66411
Total AUM
$97.1M
Employees
8
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1642 N VOLUSIA AVE
SUITE 102
ORANGE CITY
FL 32763-3841
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
386-775-1177
Other Offices
1

ReceiptFinancials

Total AUM
$97.1M
Accounts
120
Discretionary
$97.1M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$11.3M
HNW Individual Clients
34
AUM
$50.2M
Pension/Profit Sharing Plan Clients
5
AUM
$25.7M
Charitable Organization Clients
2
AUM
$6.2M
Corporation or Business Clients
1
AUM
$632.7K
Other Clients
3
AUM
$3M
Description of Other Clients
FAMILY PARTNERSHIPS, INVESTMENT CLUBS

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLILMNNJNYTX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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