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Zachary Joseph Pancratz

DEPRINCE, RACE & ZOLLO, INC.·WINTER PARK, Florida
Unclaimed Profile
250 PARK AVENUE SOUTH, WINTER PARK, FL 32789CRD# 7881601Firm CRD# 112099
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About

Zachary Joseph Pancratz is a registered financial advisor based in WINTER PARK, Florida, affiliated with DEPRINCE, RACE & ZOLLO, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
DEPRINCE, RACE & ZOLLO, INC.
DEPRINCE, RACE & ZOLLO, INC.
AUM
$4.8B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at DEPRINCE, RACE & ZOLLO, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7881601
Firm CRD# 112099
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Zachary Joseph Pancratz offer?
Zachary Joseph Pancratz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Zachary Joseph Pancratz's credentials?
Zachary Joseph Pancratz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Joseph Pancratz located?
Zachary Joseph Pancratz is based in WINTER PARK, Florida, working with DEPRINCE, RACE & ZOLLO, INC.. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Zachary Joseph Pancratz charge for services?
Zachary Joseph Pancratz'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 DEPRINCE, RACE & ZOLLO, INC.?
DEPRINCE, RACE & ZOLLO, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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