Investment adviser · CRD 17427
H.L. ZEVE ASSOCIATES, INC.
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Sep 27, 2012
- Regulatory AUM
- $324M Form ADV · Item 5.F
- Client accounts
- 833 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 27, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
600 THREE PPG PLACEPITTSBURGH, PA, 15222, United States
CRD 17427
Filing source
Form ADV 671893 · Sep 27, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.