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Gregory Allen Kozlowski

SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, Michigan
Clean recordSEIZERT CAPITAL PARTNERS, LLC
185 OAKLAND, BIRMINGHAM, MI 48009-3433CRD# 2472807Firm CRD# 108954

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Allen Kozlowski · BIRMINGHAM, MI
Registration
CRD #2472807 · SEIZERT CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Allen Kozlowski is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with SEIZERT CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SEIZERT CAPITAL PARTNERS, LLC
SEIZERT CAPITAL PARTNERS
AUM
$2.1B
Regulatory assets under management
Employees
16
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2472807
Firm CRD# 108954
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Allen Kozlowski offer?
Gregory Allen Kozlowski specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Gregory Allen Kozlowski's credentials?
Gregory Allen Kozlowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Allen Kozlowski located?
Gregory Allen Kozlowski is based in BIRMINGHAM, Michigan, working with SEIZERT CAPITAL PARTNERS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Gregory Allen Kozlowski charge for services?
Gregory Allen Kozlowski'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 SEIZERT CAPITAL PARTNERS, LLC?
SEIZERT CAPITAL PARTNERS, LLC has approximately 16 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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