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Jeffrey Bergman

CAPITAL Z ASSET MANAGEMENT, LLC·FAIRFIELD, New Jersey
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27 HORSENECK ROAD, FAIRFIELD, NJ 07004CRD# 4103407Firm CRD# 162210
01

About

Jeffrey Bergman is a registered financial advisor based in FAIRFIELD, New Jersey, affiliated with CAPITAL Z ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITAL Z ASSET MANAGEMENT, LLC
CAPITAL Z ASSET MANAGEMENT, LLC
AUM
$223M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAPITAL Z ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4103407
Firm CRD# 162210
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Bergman offer?
Jeffrey Bergman specializes in Retirement Planning, Fee-Only Advisory. Contact their office in FAIRFIELD, New Jersey for a consultation.
What are Jeffrey Bergman's credentials?
Jeffrey Bergman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Bergman located?
Jeffrey Bergman is based in FAIRFIELD, New Jersey, working with CAPITAL Z ASSET MANAGEMENT, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Jeffrey Bergman charge for services?
Jeffrey Bergman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL Z ASSET MANAGEMENT, LLC?
CAPITAL Z ASSET MANAGEMENT, LLC has approximately 3 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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