OZE CAPITAL LLC

FLORHAM PARK, New Jersey·3 registered advisors·CRD# 327276
SEC# 801-1287730973-446-6876
01

Firm Overview

AUM
$171M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at OZE CAPITAL LLC

3 registered advisors
Amy Beth Leibel
FLORHAM PARK, New Jersey
Loukas Wayne Theodorou
FLORHAM PARK, New Jersey
Michael William Miller
FLORHAM PARK, New Jersey
05

Office Locations

FLORHAM PARK, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. OZE CAPITAL LLC (CRD# 327276) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.