Michael
Lenzo
Captrust
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About this Advisor
Michael Lenzo is a financial advisor based in New Hyde Park, New York, working with Captrust. Michael has previously held positions at Capfinancial Partners LLC (Captrust), University Of Delaware, and Fce Group. Michael is registered to provide services in New York. Currently, Michael is part of Captrust, which operates out of New Hyde Park, New York. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Lenzo Work History
Capfinancial Partners LLC (Captrust)
Fce Group
University Of Delaware
Disclosures
Please visit the SEC profile of Michael Lenzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Lone Tree, CO
San Antonio, TX
Sacramento, CA
Boerne, TX
San Antonio, TX
Dayton, OH
Houston, TX
New Hyde Park, NY
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