Relyea Zuckerberg Hanson is an investment advisor in Stamford with $1.52 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61571660
SEC advisor number
801-71454
FINRA CRD number
125696
AUM ?
$1.52 bn
(as of 19 Oct 22)
Accounts
1,209
(as of 19 Oct 22)
Employees
10
(6 investment advisory or research)
Address
Relyea Zuckerberg Hanson
ONE LANDMARK SQUARE
11TH FLOOR
STAMFORD
CT 06901
ONE LANDMARK SQUARE
11TH FLOOR
STAMFORD
CT 06901
Office hours
Monday - Friday, 8:30AM-5:30PM
Phone
203-355-0880
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Millington, Dana, Ann | Principal | 03/2000 | 25-50% |
Zuckerberg, Carl, Jonathan | Principal /Chief Investment Strategist | 03/2000 | 25-50% |
Cooper, Spencer, Morris | Principal | 01/2015 | 10-25% |
Atallah, Jean-paul | Chief Compliance Officer/chief Operating Officer | 06/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Jan 22