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Stephen H Wank

ZELMAN CAPITAL, LLC·BEACHWOOD, Ohio
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3333 RICHMOND RD, BEACHWOOD, OH 44122CRD# 5062089Firm CRD# 164182
01

About

Stephen H Wank is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with ZELMAN 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
ZELMAN CAPITAL, LLC
ZELMAN CAPITAL, LLC
AUM
$227M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at ZELMAN CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5062089
Firm CRD# 164182
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen H Wank offer?
Stephen H Wank specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Stephen H Wank's credentials?
Stephen H Wank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen H Wank located?
Stephen H Wank is based in BEACHWOOD, Ohio, working with ZELMAN CAPITAL, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Stephen H Wank charge for services?
Stephen H Wank'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 ZELMAN CAPITAL, LLC?
ZELMAN CAPITAL, LLC is a registered investment adviser with the SEC, managing $227M in regulatory assets under management. See their Form ADV for full details.
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Research
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