ZEBRA CROSSING ASSET MANAGEMENT LLC: Your Trusted Financial Advisor
ZEBRA CROSSING ASSET MANAGEMENT LLC is a leading financial services firm that specializes in providing comprehensive asset management services to clients. With their team of experienced and knowledgeable advisors, they assist individuals and businesses in achieving their financial goals and securing a stable financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and customized financial plans
- Offers a wide range of financial services
- Works towards maximizing returns and minimizing risks
- Uses latest and innovative strategies
- Provides ongoing support and guidance
Facts and Insights:
ZEBRA CROSSING ASSET MANAGEMENT LLC has been in the financial services industry for over a decade. Their team has a wealth of experience and expertise in various financial areas, making them a reliable and trustworthy advisor for their clients. They pride themselves on their commitment to providing the best possible service and helping their clients achieve financial success.
As of June 2021, ZEBRA CROSSING ASSET MANAGEMENT LLC has $500 million in assets under management. They have a team of 10 experienced advisors, each with a unique set of skills and expertise. The firm has been in business since 2010, and their proven track record speaks for itself.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 10 |
Financial Services Offered:
ZEBRA CROSSING ASSET MANAGEMENT LLC offers a wide range of financial services that cater to the diverse needs of their clients. These services include wealth management, retirement planning, investment management, tax planning, and more. They also offer specialized services like socially responsible investing and estate planning to help clients align their financial goals with their personal values.
Client Types:
ZEBRA CROSSING ASSET MANAGEMENT LLC serves both individuals and businesses with their financial services. Their team has experience in working with high net worth individuals, small business owners, and corporations. They offer customized solutions for each client, taking into consideration their unique financial goals and objectives.
Fees & Compensation:
ZEBRA CROSSING ASSET MANAGEMENT LLC is a fee-based advisor, which means they charge a percentage of the client’s assets under management as their advisory fee. This fee is calculated based on the total value of assets managed by the firm. They believe in full transparency when it comes to fees and inform their clients about all associated costs upfront.
Background:
The team at ZEBRA CROSSING ASSET MANAGEMENT LLC has a diverse background in finance, accounting, and business management. They are highly qualified and have extensive experience in managing client portfolios and providing sound financial advice. Their team regularly undergoes training and stays updated on the latest industry trends and regulations to provide the best possible service to their clients.
Financial Advisor Disclosures to Know:
As a registered financial advisor, ZEBRA CROSSING ASSET MANAGEMENT LLC is obligated to disclose any potential conflicts of interest to their clients. They operate with full transparency and ensure that all client transactions are in their best interests. They also abide by all legal and ethical standards set by regulatory bodies.
ZEBRA CROSSING ASSET MANAGEMENT LLC is dedicated to helping their clients achieve their financial goals and secure a prosperous financial future. With their expertise, personalized approach, and commitment to client satisfaction, they have become a trusted and respected name in the financial services industry.