Claim Profile
ZL

Zinovi Levitan

R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.·SUNNY ISLES BEACH, Florida
Unclaimed Profile
16690 COLLINS AVENUE, SUNNY ISLES BEACH, FL 33160CRD# 5908014Firm CRD# 137788
01

About

Zinovi Levitan is a registered financial advisor based in SUNNY ISLES BEACH, Florida, affiliated with R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
AUM
$36M
Regulatory assets under management
Employees
20
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CERTAIN PRIV FUNDS PAY A LIQUIDITY FEE AS % OF AUM
Regulatory
SEC/IARD CRD# 5908014
Firm CRD# 137788
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SUNNY ISLES BEACH?

Browse all registered financial advisors in SUNNY ISLES BEACH, Florida or claim this profile if it's yours.

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 Zinovi Levitan offer?
Zinovi Levitan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SUNNY ISLES BEACH, Florida for a consultation.
What are Zinovi Levitan's credentials?
Zinovi Levitan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zinovi Levitan located?
Zinovi Levitan is based in SUNNY ISLES BEACH, Florida, working with R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.. Their office serves clients in the SUNNY ISLES BEACH metropolitan area and surrounding communities.
How does Zinovi Levitan charge for services?
Zinovi Levitan's firm is compensated through percentage of aum, performance-based fees, other: certain priv funds pay a liquidity fee as % of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.?
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. has approximately 20 employees and manages $36M 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 →
Browse by specialty