Meert/ Zoller Financial Group
Meert/ Zoller Financial Group (CRD# 152627) is a financial advisory firm headquartered in , . They manage $31,619,437 in 127 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Meert/ Zoller Financial Group
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$248,972
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Meert/ Zoller Financial Group
No Advisor Found.
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