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.
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 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. 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.
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.
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.
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/.