Zarvona Energy LLC
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Overview
Zarvona Energy LLC is a financial advisor company headquartered in Houston, Texas. Zarvona Energy LLC controls $363.2 million in assets over three accounts, placing it among the bigger firms in the country by assets under management (AUM). The firm has a large team, including 3 financial advisors. Zarvona Energy LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as bonds, stocks and options.
Zarvona Energy LLC manages all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments without needing client permission. Zarvona Energy LLC's average account size is $121.1 million. An average advisor at Zarvona Energy LLC administers about one client account, making it one of the most individualized advisor firms in the country.
The company's headquarters is located at 1001 Mckinney St., Houston, Texas 77002-6306. It is legally registered to serve investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Zarvona Energy LLC by the Numbers
$363.2 million
102
3
$121.1 million
Fee Structure
Financial advisory fees typically depend on which services are provided. Fees billed by the company likely include any blend of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its three accounts, Zarvona Energy LLC's biggest client group is pooled investment vehicles. None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Zarvona Energy LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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