Deprince, Race & Zollo, Inc.

Deprince, Race & Zollo, Inc. (CRD# 112099) is a financial advisory firm headquartered in Winter Park, FL. They manage $4,811,361,206 in 79 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
250 Park Avenue South, Suite 250, Winter Park, FL 32789
https://www.linkedin.com/company/deprince-race-
By the Numbers
  • Total Assets Under Management
    4,811
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $60,903,306
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NE, OK, TX

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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