Zilber & Associates, Inc (Cleveland)

Zilber & Associates, Inc is a large advisory firm based in Cleveland. It manages $65.43 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Zilber & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Zilber & Associates: assets under management

The assets under management (AUM) of Zilber & Associates, Inc is $65.43 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $60.83 million in discretionary accounts and $4.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $647.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $919.02 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zilber & Associates, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Zilber & Associates, Inc

S Sidney Zilber has been acting as President since 1 Feb 1978. Steven Alan Zilber joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
S Sidney Zilber	President	1 Feb 1978	25% - 50%	700916
Steven Alan Zilber	Shareholder	1 Feb 2000	Other	4379859
David Zilber	Shareholder	1 Feb 2000	Other	4379865
Suzanne Mann Zilber	Shareholder	1 Feb 2000	Other	4379867
Catherine Zilber	Shareholder	1 Feb 2000	Other	4379869

Based in Cleveland

The principal office where Zilber & Associates, Inc performs its advisory services is located at 1701 East 12 Th Street, #16 T, Cleveland, OH 44114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.