Zoellner, Robert Emil is a large advisory firm based in Englewood Cliffs. It manages $3.91 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Jersey.
Zoellner, Robert Emil provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Zoellner, Robert Emil is $3.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 140% 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 Zoellner, Robert Emil for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Emil Zoellner has been acting as President since 1 Jun 1976. Frank Joseph Fiorello joined the executive team most recently as the Chief Information Officer.
The principal office where Zoellner, Robert Emil performs its advisory services is located at 574 Sylvan Avenue, Englewood Cliffs, NJ 07632 3101, 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 201-871-0866 or by fax 201-894-5400. The normal business hours are 7:30 a.m. - 5:00 p.m. on Monday - Friday.