Richard
Zenker
Overbrook Management Corporation
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About this Advisor
Richard Zenker is a financial advisor based in New York, New York with 2 years of industry experience. Zenker is an employee of Overbrook Management Corporation. They have worked at Overbrook Management Corporation for all of their career. Zenker has a Series 63 license, qualifying them as a securities agent, and is registered to operate in New York. Overbrook Management Corporation is a company that has its headquarters in New York, NY. It administers $1 billion in assets across its 399 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 399 client accounts, 88% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Overbrook Management Corporation performs a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on which services the firm provides the client. Fee types billed by Overbrook Management Corporation may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Overbrook Management Corporation Brokerage Details
$1,069,124,219
15
399
$2,679,509
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Richard Zenker Work History
Richard has been registered as a financial advisor for 2 years.*
Overbrook Management Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Zenker 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 Overbrook Management Corporation
New York, NY
New York, NY
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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