PZENA FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 169807
- Registered since
- July 21, 2014
- Website
- www.pzena.com
Firm profile
FINTRXOverview
Pzena Financial Services, LLC is organized as a limited liability company and appears as an SEC-registered adviser since 2014. Public filings identify ownership as a mix of a domestic entity and an individual. The firm is not designated as a capital allocator, does not report active ESG investing, and is not listed as a multi-state or newly formed adviser. Several classification fields in the available snapshot are either marked unclassified or left blank, and the firm has not provided detailed, public-facing descriptions of its advisory activities or investment approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STEVEN COFFEY
Principal And Chief Compliance OfficerCRD 7692630
Contacts
3 of 17Maxim Hatch
Regional Advisor ConsultantCRD 7380529
Michael-Philip O'Shaughnessy
AssociateCRD 6358298
VALERIE ARNOLD
Principal, Co-Head of North American DistributionCRD 3257541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 320 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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