Zoellner, Robert Emil (Englewood Cliffs)

Zoellner, Robert Emil is a large advisory firm based in Englewood Cliffs. It manages $3.91 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Jersey.

Zoellner, Robert Emil provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zoellner, Robert Emil: assets under management

The assets under management (AUM) of Zoellner, Robert Emil is $3.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $433.94 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zoellner, Robert Emil for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Zoellner, Robert Emil

Robert Emil Zoellner has been acting as President since 1 Jun 1976. Frank Joseph Fiorello joined the executive team most recently as the Chief Information Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Emil Zoellner	President	1 Jun 1976	75% - 100%	477034
Gerald Jay Post	Cfo	1 Dec 2005	Other	3096126
Todd J. Mason	Chief compliance officer	1 Dec 2005	Other	4125471
Thomas Joseph Kennedy	Chief operations officer	1 Dec 2005	Other	1098053
Frank Joseph Fiorello	Chief trading officer	1 Dec 2005	Other	862796
Robert Emil Zoellner	Chief portfolio officer	1 Dec 2005	Other	1268802
Michael C Smircich	Chief operations officer	1 Feb 2008	Other	1231476
Frank Joseph Fiorello	Chief information officer	1 Jan 2014	Other	862796
Robert Emil Zoellner	Co-chief investment officer	1 Jan 2014	Other	1268802
Michael Anthony Tenebruso	Co-chief investment officer	1 Jan 2014	Other	3116061

Based in Englewood Cliffs

The principal office where Zoellner, Robert Emil performs its advisory services is located at 574 Sylvan Avenue, Englewood Cliffs, NJ 07632 3101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.