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Find, Compare and Monitor Financial Advisors at Z2 CAPITAL PARTNERS, LLC

CRD#: 335860
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for Z2 CAPITAL PARTNERS, LLC Comes From

Understanding the Statistics for Z2 CAPITAL PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
100 First Stamford Place Suite 310, Stamford, CT 06902
Phone Number
(914) 504-2336
Related websites
https://twitter.com/z2mgmt
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at Z2 CAPITAL PARTNERS, LLC

PM
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Pia Sabrina Matthes

RR
CRD#: 6653422
Location:
New York, NY 10017
Company:
PJT PARTNERS LP
Disclosures:
Experience:
9 years
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Gabriel Abraham Shahin
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Gabriel Abraham Shahin

Gabriel Shahin
IAR
CRD#: 5721782
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
16 years
View Profile
GN
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Garrett Keith Norton

Garrett Keith Norton I, Garrett Norton
IAR
RR
CRD#: 6756851
Location:
Baton Rouge, LA 70810
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
8 years
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