Pzena Financial Services, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 169807
- Registered since
- July 21, 2014
- Website
- www.pzena.com
Firm profile
FINTRXOverview
Pzena Financial Services, LLC is organized as a limited liability company and has been SEC-registered since 2014. Ownership is listed as a mix of a domestic entity and individual owners. The firm is categorized as "unclassified" in the available records and does not identify itself as a capital allocator. It does not report active ESG investing activity, is not registered as a multi-state adviser in the dataset, and is not depicted as a pension consultant or related adviser. The source does not provide details on the firm's client segments, fee schedule, specific advisory services, or day-to-day business activities, so its target markets and service model are not described here.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Steven Coffey
Principal And Chief Compliance OfficerCRD 7692630
Contacts
3 of 17
Maxim Hatch
Regional Advisor ConsultantCRD 7380529

Michael-Philip O'shaughnessy
AssociateCRD 6358298
Valerie Arnold
Principal, Co-Head of North American DistributionCRD 3257541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 320 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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