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Kz Advisors, LLC (Stamford)


Kz Advisors, LLC is a large advisory firm based in Stamford. It manages $381 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Connecticut.

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Kz Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kz Advisors: assets under management

The assets under management (AUM) of Kz Advisors, LLC is $381 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $381 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kz Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Kz Advisors, LLC performs its advisory services is located at 300 Atlantic Street, Stamford, CT 06901, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-348-5252 or by fax 203-359-6369. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.k2advisors.com.


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