Rrz Investment Management Inc is a large advisory firm based in Pittsburgh. It manages $317.36 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey, Pennsylvania, and West Virginia.
Rrz Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rrz Investment Management Inc is $317.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rrz Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Kendall Thornburgh has been acting as President since 1 Jun 2002. Thomas Aquinas Dattilo joined the executive team most recently as the Chairman & Cio.
The principal office where Rrz Investment Management Inc performs its advisory services is located at Two Gateway Center, Suite 2050, Pittsburgh, PA 15222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-209-9100 or by fax 412-209-2671. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at rrz.com.