Zpr Investment Management Inc (Orange City)

Name: Zpr Investment Management Inc
Address: 1642 N Volusia Ave, Orange City, FL, 32763 3841
Telephone: 386-775-1177

Zpr Investment Management Inc is a large advisory firm based in Orange City. It manages $97.08 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 4 other states.

Zpr Investment Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zpr Investment Management: assets under management

The assets under management (AUM) of Zpr Investment Management Inc is $97.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 857% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $97.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $808.98 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zpr Investment Management Inc 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.

What kind of clients Max Edward Zavanelli serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Max Edward Zavanelli is high net worth individuals with 34 clients and $50.2 million of assets under management. Among the 8 most similar advisory firms, Zpr Investment Management has the 4th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $94.09 million for 72 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Zpr Investment Management doesn't advise any private funds.

Careers at Zpr Investment Management Inc

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Max Edward Zavanelli has been acting as President since 1 Jul 1994. Mark David Zavanelli joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ruth Ann Fay	Vice president/secretary	1 Jul 1994	Other	5111978
Max Edward Zavanelli	President	1 Jul 1994	75% - 100%	4346303
Theodore Arthur Bauchle	Vice president	1 Mar 2010	Other	5775384
Mark David Zavanelli	President and chief compliance officer	1 Oct 2011	75% - 100%	2957965

Based in Orange City

The principal office where Zpr Investment Management Inc performs its advisory services is located at 1642 N Volusia Ave, Orange City, FL 32763 3841, which is also the mailing address of the firm. An additional office of the firm is in Bayville, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 386-775-1177 or by fax 386-775-7749. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at zprim.com/.