ZAIS GROUP LLC

ZAIS GROUP
HOLMDEL, New Jersey·15 registered advisors·CRD# 108371
SEC# 801-549790732-530-3610
01

Firm Overview

AUM
$6.0B
Regulatory assets under management
Employees
47
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: COLLATERAL MANAGEMENT FEES
03

Specialties

Retirement PlanningWealth Management
04

Advisors at ZAIS GROUP LLC

15 registered advisors
Christian Markus Zugel
HOLMDEL, New Jersey
Daniel Alexander Curry
HOLMDEL, New Jersey
Donna Judith Blank
RED BANK, New Jersey
Don Son Choe
RED BANK, New Jersey
Howard E. Steinberg
RED BANK, New Jersey
John Daniel Burke
RED BANK, New Jersey
Karen L Shapiro
HOLMDEL, New Jersey
Kelly Ryan
HOLMDEL, New Jersey
Kelvin Kwok Way Lui
HOLMDEL, New Jersey
Marc David Galligan
RED BANK, New Jersey
Mark Andrew Russo
HOLMDEL, New Jersey
Michael Francis Walsh
RED BANK, New Jersey
Nisha Keshavji Motani
HOLMDEL, New Jersey
Paul James Mcdade
RED BANK, New Jersey
Sean Erik Lensborn
HOLMDEL, New Jersey
05

Office Locations

HOLMDEL, New Jersey
8 advisors
RED BANK, New Jersey
7 advisors

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Data sourced from SEC Form ADV filings. ZAIS GROUP LLC (CRD# 108371) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.