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Amy Beth Leibel

OZE CAPITAL LLC·FLORHAM PARK, New Jersey
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25B VREELAND ROAD, SUITE 201, FLORHAM PARK, NJ 07932CRD# 6481785Firm CRD# 327276
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About

Amy Beth Leibel is a registered financial advisor based in FLORHAM PARK, New Jersey, affiliated with OZE CAPITAL LLC. 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
OZE CAPITAL LLC
OZE CAPITAL LLC
AUM
$171M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OZE CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6481785
Firm CRD# 327276
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Beth Leibel offer?
Amy Beth Leibel specializes in Retirement Planning. Contact their office in FLORHAM PARK, New Jersey for a consultation.
What are Amy Beth Leibel's credentials?
Amy Beth Leibel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Beth Leibel located?
Amy Beth Leibel is based in FLORHAM PARK, New Jersey, working with OZE CAPITAL LLC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.
How does Amy Beth Leibel charge for services?
Amy Beth Leibel'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 OZE CAPITAL LLC?
OZE CAPITAL LLC has approximately 6 employees and manages $171M 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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