$64.7M Total AUM
$64.7M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Comerica Bank · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2018
- Office Locations
- 1
Office Locations
2914 N Willow Knolls Suite B Peoria IL
About RP Zeigler Investment Services
RP Zeigler Investment Services is a Peoria, IL retail advisory firm providing investment management, retirement planning and tax prep, alongside tax and estate planning and insurance guidance. Portfolios emphasize public funds and ETFs with modest allocations to fixed income/munis and cash. The firm uses embedded Nitrogen (Riskalyze) “Risk Number” profiling to align portfolios to client risk tolerance.
Team overview
-- AVG AGE
$64.7M AVG AUM / ADVISOR
$735.3K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROSCOE PAUL ZEIGLER III
Chief Compliance Officer, Founder
- CRD
- #4746685
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,707,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,707,084 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing