Cody West is a registered investment advisor at Capzone Management LLC, based in Norwalk, CT, with 1 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CapZone Management (CZM) is entitled to a management fee, paid quarterly in advance, of the Investor’s aggregate investment contributions plus such Investor’s share of investments for which the Fund has made commitments or other reserves.
Location
50 Washington Street, 9th Floor, Norwalk, CT, 06854
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capzone Management LLC
State Registrations1 state
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