Assets Under Management
$2.1B
Number of Clients
432
Number of Advisors
7
Average Client AUM
$4.9M
AUM per Advisor
$303.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
RZH Advisors offers wealth management (financial planning and investment management) and investment advisory services. Financial planning includes estate and insurance planning. They may recommend other professionals. The firm utilizes charting, fundamental, and technical analysis. They primarily allocate client assets among mutual funds and ETFs.
One Landmark Square, 11th Floor, Stamford, CT, 06901