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SZOP MULTISTRAT MANAGEMENT LLC

SZOP MULTISTRAT MANAGEMENT LLC

Description

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SZOP MULTISTRAT MANAGEMENT LLC – Financial Expert
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SZOP MULTISTRAT MANAGEMENT LLC is a financial advisory firm that primarily focuses on managing multi-strategy investment portfolios for clients.
With their vast wealth of knowledge and expertise, they provide sound financial advice and help clients achieve their financial goals.

How does the advisor help clients – Key Takeaways:

  • Specializes in managing multi-strategy investment portfolios
  • Provides sound financial advice based on their expertise and knowledge
  • Helps clients achieve their financial goals

Facts and Insights

Founded in 1999, SZOP MULTISTRAT MANAGEMENT LLC has been in the financial services industry for over 20 years.
They specialize in managing multi-strategy investment portfolios for clients and have a team of experienced financial experts who provide personalized financial advice to each client.
With their extensive knowledge and expertise in the financial market, they are able to identify potential investment opportunities and help clients make informed decisions.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management: $1 billion
Number of Advisors: 10
Time in Business: 20 years

Financial Services Offered

SZOP MULTISTRAT MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients.
However, their main focus is on managing multi-strategy investment portfolios and providing customized financial advice to clients.

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Client Types

SZOP MULTISTRAT MANAGEMENT LLC caters to a variety of clients, including:

  • Individuals
  • Families
  • High-net-worth individuals
  • Trusts
  • Corporations

Fees & Compensation

As a fee-only financial advisory firm, SZOP MULTISTRAT MANAGEMENT LLC charges a percentage of assets under management as their fee.
They do not receive any commissions or sell any financial products, ensuring that their advice is completely unbiased and in the best interest of their clients.

Background

SZOP MULTISTRAT MANAGEMENT LLC was founded in 1999 by Steve Szopinski, a seasoned financial expert with over 30 years of experience in the industry.
Over the years, the firm has grown and expanded its services, but it remains committed to providing personalized and tailored financial advice to each of their clients.

Financial Advisor Disclosures to Know

SZOP MULTISTRAT MANAGEMENT LLC has a clean record with no disciplinary actions from regulating bodies.
Potential clients can access the firm’s Form ADV, which outlines their services, fees, and any potential conflicts of interest.
For more information, individuals can also visit the firm’s website or schedule a consultation with one of their experienced financial experts.

Company Information

Main Office

Mail Office

Other Information

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