What's new? Log in Free sign up

Relyea Zuckerberg Hanson

Company Profile

Company profile

Website

www.rzhadvisors.com

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

61571660

SEC advisor number

801-71454

FINRA CRD number

125696

AUM ?

$1.52 bn (as of 19 Oct 22)

Accounts

1,209 (as of 19 Oct 22)

Employees

10 (6 investment advisory or research)

Address

Relyea Zuckerberg Hanson
ONE LANDMARK SQUARE
11TH FLOOR
STAMFORD
CT 06901

Office hours

Monday - Friday, 8:30AM-5:30PM

Phone

203-355-0880

Brochures

Adv Part 2A (2 Feb 23)

Ownership

Owner	Title	From	%Ownership
Millington, Dana, Ann	Principal	03/2000	25-50%
Zuckerberg, Carl, Jonathan	Principal /Chief Investment Strategist	03/2000	25-50%
Cooper, Spencer, Morris	Principal	01/2015	10-25%
Atallah, Jean-paul	Chief Compliance Officer/chief Operating Officer	06/2022	< 5%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.