AdvisorOS Directory
Claim Profile
RZ

Richard Stephen Ziman

AVP ADVISORS, LLC·SHERMAN OAKS, California
Unclaimed Profile
15260 VENTURA BOULEVARD, SHERMAN OAKS, CA 91403CRD# 4514735Firm CRD# 154269
01

About

Richard Stephen Ziman is a registered financial advisor based in SHERMAN OAKS, California, affiliated with AVP ADVISORS, 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
AVP ADVISORS, LLC
AVP ADVISORS, LLC
AUM
$87M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AVP ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4514735
Firm CRD# 154269
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SHERMAN OAKS?

Browse all registered financial advisors in SHERMAN OAKS, California or claim this profile if it's yours.

Browse SHERMAN OAKS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard Stephen Ziman offer?
Richard Stephen Ziman specializes in Retirement Planning, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.
What are Richard Stephen Ziman's credentials?
Richard Stephen Ziman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Stephen Ziman located?
Richard Stephen Ziman is based in SHERMAN OAKS, California, working with AVP ADVISORS, LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Richard Stephen Ziman charge for services?
Richard Stephen Ziman'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 AVP ADVISORS, LLC?
AVP ADVISORS, LLC has approximately 4 employees and manages $87M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SHERMAN OAKS
Peter John Chapman — MORPHEUS ADVISORS, LLCPhilip Francis Sheridan — MORPHEUS ADVISORS, LLCRaymond Charles Musci — MORPHEUS ADVISORS, LLCOfer Abarbanel — NEW YORK ALASKA ETF MANAGEMENT, LLCKristian James Blaszczynski — MORPHEUS ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile