Claim Profile
MA

Martin Joel Auerbach

Z CAPITAL GROUP, L.L.C.·LAKE FOREST, Illinois
Unclaimed Profile
TWO CONWAY PARK, LAKE FOREST, IL 60045CRD# 6773522Firm CRD# 159511
01

About

Martin Joel Auerbach is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with Z CAPITAL GROUP, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
Z CAPITAL GROUP, L.L.C.
Z CAPITAL GROUP, L.L.C.
AUM
$3.6B
Regulatory assets under management
Employees
38
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6773522
Firm CRD# 159511
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE FOREST?

Browse all registered financial advisors in LAKE FOREST, Illinois 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 Martin Joel Auerbach offer?
Martin Joel Auerbach specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Martin Joel Auerbach's credentials?
Martin Joel Auerbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Joel Auerbach located?
Martin Joel Auerbach is based in LAKE FOREST, Illinois, working with Z CAPITAL GROUP, L.L.C.. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Martin Joel Auerbach charge for services?
Martin Joel Auerbach'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 Z CAPITAL GROUP, L.L.C.?
Z CAPITAL GROUP, L.L.C. has approximately 38 employees and manages $3.6B 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