THE ZABEL COMPANIES, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 298721
- Registered since
- September 4, 2018
- Website
- www.zabelcompanies.com
Firm profile
FINTRXOverview
The Zabel Companies, LLC is an individually owned limited liability company that registered with the SEC in 2018. The firm is not positioned as a traditional retail RIA focused on household advisory relationships; instead its advisory activity centers on managing pooled private investment vehicles. It is not an active ESG investor, it does not operate as a multi-state adviser, and it does not present itself as a pension consultant or related adviser. The firm’s classification is unclassified and it does not identify as a capital allocator in the supplied data.
Assets & Accounts
Investments & Alternatives
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
Contacts
2 of 2William Lunsford
Managing PartnerCRD 7010837
Richard Jones
PartnerCRD 7010838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 4201 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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