Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

RELYEA ZUCKERBERG HANSON, LLC

dba RZH ADVISORS LLC · CRD 125696 · Registered Investment Adviser

RELYEA ZUCKERBERG HANSON, LLC is a Registered Investment Adviser headquartered in STAMFORD, CT. The firm reports $2,448,559,106 in regulatory assets under management across 1,698 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,448,559,106
Non-discretionary$0
Total RAUM$2,448,559,106
Accounts1,698

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 125696. adviserinfo.sec.gov/firm/summary/125696.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.