Deprince, Race & Zollo, Inc.

Deprince, Race & Zollo, Inc. (CRD# 112099) is a financial advisory firm headquartered in Winter Park, FL. They manage $5,567,524,171 in 94 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,568
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $59,228,981
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, MN, NE, OK, PA, TX, WA

Financial Advisors at Deprince, Race & Zollo, Inc.
No Advisor Found.
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