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Kurtis P. Zabell

LINSALATA CAPITAL MANAGEMENT, LLC·MAYFIELD HEIGHTS, Ohio
Unclaimed Profile
5900 LANDERBROOK DRIVE, MAYFIELD HEIGHTS, OH 44124-4019CRD# 6024028Firm CRD# 157600
01

About

Kurtis P. Zabell is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with LINSALATA CAPITAL MANAGEMENT, 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
LINSALATA CAPITAL MANAGEMENT, LLC
LINSALATA CAPITAL MANAGEMENT, LLC
AUM
$233M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LINSALATA CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: PORTFOLIO COMPANY MONITORING FEES
Regulatory
SEC/IARD CRD# 6024028
Firm CRD# 157600
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kurtis P. Zabell offer?
Kurtis P. Zabell specializes in Retirement Planning. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.
What are Kurtis P. Zabell's credentials?
Kurtis P. Zabell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurtis P. Zabell located?
Kurtis P. Zabell is based in MAYFIELD HEIGHTS, Ohio, working with LINSALATA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.
How does Kurtis P. Zabell charge for services?
Kurtis P. Zabell's firm is compensated through percentage of aum, performance-based fees, other: portfolio company monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINSALATA CAPITAL MANAGEMENT, LLC?
LINSALATA CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
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