H.L. Zeve Associates, Inc. is a large advisory firm based in Pittsburgh. It manages $324.15 million of regulatory assets for 833 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 10 other states.
H.L. Zeve Associates provides portfolio management for individuals and small businesses. 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 H.L. Zeve Associates, Inc. is $324.15 million. The firm's AUM has grown by 34% 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 H.L. Zeve Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Harvey Lee Zeve has been acting as President since 1 May 1984. Matthew Stephen Hardin joined the executive team most recently as the Chief Compliance Officer.
The principal office where H.L. Zeve Associates, Inc. performs its advisory services is located at 600 Three Ppg Place, Pittsburgh, PA 15222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-281-4567 or by fax 412-281-2725. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.