Pzena Financial Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
169807
Registered since
July 21, 2014

Firm profile

FINTRX

Overview

Pzena Financial Services, LLC is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. Available profile attributes show the firm is recorded as "Unclassified." It does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Steven Coffey

    Steven Coffey

    Principal And Chief Compliance OfficerCRD 7692630

Contacts

3 of 17
  • Peter Quinn

    Peter Quinn

    Director of National AccountsCRD 2913249

  • William Lipsey

    William Lipsey

    Principal and Vice ChairmanCRD 1553822

  • Jessica Doran

    Jessica Doran

    Managing PrincipalCRD 6406095

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth