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Jeffrey W Ziglar

SEVEN GRAND MANAGERS LLC·BRONXVILLE, New York
Unclaimed Profile
66 PALMER AVENUE, BRONXVILLE, NY 10708CRD# 4567773Firm CRD# 310026
01

About

Jeffrey W Ziglar is a registered financial advisor based in BRONXVILLE, New York, affiliated with SEVEN GRAND MANAGERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SEVEN GRAND MANAGERS LLC
SEVEN GRAND MANAGERS LLC
AUM
$327M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SEVEN GRAND MANAGERS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4567773
Firm CRD# 310026
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey W Ziglar offer?
Jeffrey W Ziglar specializes in Investment Management, Retirement Planning. Contact their office in BRONXVILLE, New York for a consultation.
What are Jeffrey W Ziglar's credentials?
Jeffrey W Ziglar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey W Ziglar located?
Jeffrey W Ziglar is based in BRONXVILLE, New York, working with SEVEN GRAND MANAGERS LLC. Their office serves clients in the BRONXVILLE metropolitan area and surrounding communities.
How does Jeffrey W Ziglar charge for services?
Jeffrey W Ziglar'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 SEVEN GRAND MANAGERS LLC?
SEVEN GRAND MANAGERS LLC has approximately 5 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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