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Building 2ZEKE CAPITAL ADVISORS, LLC

Map pinBERWYN, PA
Phone610-572-4529
NotebookSEC #801-69179
Total AUM
$5.6B
Employees
27
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1205 WESTLAKES DRIVE
SUITE 270
BERWYN
PA 19312
United States
Operating Hours
9:00A.M.TO5:00P.M.
Monday - Friday
Phone
610-572-4529

ReceiptFinancials

Total AUM
$5.6B
Accounts
117
Discretionary
$3.9B
Accounts
111
Non-Discretionary
$1.6B
Accounts
6

ContactClients

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HNW Individual Clients
97
AUM
$4.4B
Pooled Vehicle Clients
14
AUM
$1.1B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLNJNVPASC

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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