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Robert Lawrence Zell

ALTA FOX CAPITAL MANAGEMENT, LLC·FORT WORTH, Texas
Unclaimed Profile
640 TAYLOR STREET, FORT WORTH, TX 76102CRD# 6032966Firm CRD# 295816
01

About

Robert Lawrence Zell is a registered financial advisor based in FORT WORTH, Texas, affiliated with ALTA FOX 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
ALTA FOX CAPITAL MANAGEMENT, LLC
ALTA FOX CAPITAL MANAGEMENT, LLC
AUM
$438M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALTA FOX CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6032966
Firm CRD# 295816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Lawrence Zell offer?
Robert Lawrence Zell specializes in Retirement Planning. Contact their office in FORT WORTH, Texas for a consultation.
What are Robert Lawrence Zell's credentials?
Robert Lawrence Zell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lawrence Zell located?
Robert Lawrence Zell is based in FORT WORTH, Texas, working with ALTA FOX CAPITAL MANAGEMENT, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Robert Lawrence Zell charge for services?
Robert Lawrence Zell'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 ALTA FOX CAPITAL MANAGEMENT, LLC?
ALTA FOX CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $438M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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