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MUZINICH & CO., INC.
Muzinich & Co., Inc. provides expert financial advice to clients while maintaining a professional tone. With a team of experienced and knowledgeable advisors, the firm is able to guide clients towards their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
Through personalized financial planning and investment management, Muzinich & Co., Inc. helps clients make informed decisions about their money. The firm offers a range of financial services and caters to a diverse clientele, including both individuals and institutions.
Facts and Insights
Muzinich & Co., Inc. has been in the business of providing financial advice for over 30 years. As of 2020, the firm has over $42 billion in assets under management and a team of over 100 advisors. This makes them a trusted and reputable firm in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $42 | 100+ |
| 2019 | $37 | 90+ |
| 2018 | $33 | 80+ |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Educational Planning
- Charitable Giving
- Business Succession Planning
Client Types:
- Individuals
- High Net Worth Individuals
- Small Business Owners
- Institutions
- Retirees
- Trusts and Foundations
Fees & Compensation
Muzinich & Co., Inc. charges a percentage of assets under management as their fee, ranging from 0.5% to 1%. This fee is subject to change based on the complexity and scope of services provided to each individual client. The firm is a fee-only advisor, meaning they do not receive any commissions or compensation from third-parties for recommending specific investments. This ensures that the firm’s advisors are solely focused on the best interests of their clients.
Background
Muzinich & Co., Inc. was founded in 1988 by George Muzinich, who remains the firm’s chairman. The firm’s headquarters are located in New York City, with additional offices in Europe and Asia. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC) and is also a member of the Financial Industry Regulatory Authority (FINRA).
Financial Advisor Disclosures to Know
Muzinich & Co., Inc. does not have any disclosures or disciplinary actions against them, ensuring the firm’s commitment to upholding ethical and professional standards.