RIA Intel›Advisers›New Jersey›ZOELLNER, ROBERT EMIL

ZOELLNER, ROBERT EMIL

Advisory

N·ENGLEWOOD CLIFFS, NJ

Data as of Jan 9, 2015 · Source: SEC Form ADV

Total AUM

$3.9B

1-Year AUM Growth

+28.3%

3-Year CAGR

+23.7%

Employees

14

Assets Under Management

Total AUM$3.9B

Discretionary AUM$3.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees14

Investment Advisers44

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingDec 13, 2005

Latest FilingJan 9, 2015

🔒 Full AUM trend chart and 19 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ZOELLNER, ROBERT EMIL

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.