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Harold Frank Zagunis

TPVG ADVISERS LLC·MENLO PARK, California
Unclaimed Profile
2755 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 5578447Firm CRD# 168948
01

About

Harold Frank Zagunis is a registered financial advisor based in MENLO PARK, California, affiliated with TPVG ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
TRIPLEPOINT ADVISERS LLC
TRIPLEPOINT ADVISERS LLC
AUM
$1.6B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at TRIPLEPOINT ADVISERS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5578447
Firm CRD# 168948
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harold Frank Zagunis offer?
Harold Frank Zagunis specializes in Investment Management, Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Harold Frank Zagunis's credentials?
Harold Frank Zagunis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold Frank Zagunis located?
Harold Frank Zagunis is based in MENLO PARK, California, working with TPVG ADVISERS LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Harold Frank Zagunis charge for services?
Harold Frank Zagunis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TPVG ADVISERS LLC?
TPVG ADVISERS LLC has approximately 70 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TPVG ADVISERS LLC

James Peter Labe
MENLO PARK, CA
Simon J Huang
MENLO PARK, CA
Sajal Kumar Srivastava
MENLO PARK, CA
Steven Mitchell Levinson
MENLO PARK, CA
Christoper M. Mathieu
MENLO PARK, CA

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Research
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