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Peter Joseph Zakowich

PAAMCO PRISMA, LLC·NEWPORT BEACH, California
Unclaimed Profile
660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 4449471Firm CRD# 108989
01

About

Peter Joseph Zakowich is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PAAMCO PRISMA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PAAMCO PRISMA, LLC
PAAMCO PRISMA, LLC
AUM
$9.3B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at PAAMCO PRISMA, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4449471
Firm CRD# 108989
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Joseph Zakowich offer?
Peter Joseph Zakowich specializes in Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Peter Joseph Zakowich's credentials?
Peter Joseph Zakowich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Joseph Zakowich located?
Peter Joseph Zakowich is based in NEWPORT BEACH, California, working with PAAMCO PRISMA, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Peter Joseph Zakowich charge for services?
Peter Joseph Zakowich's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAAMCO PRISMA, LLC?
PAAMCO PRISMA, LLC has approximately 44 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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