BERNZOTT CAPITAL ADVISORS - Financial Advisor in California, Camarillo

Tel: 800-856-2646 1200 Paseo Camarillo Suite 180 Camarillo, California 93010

About BERNZOTT CAPITAL ADVISORS

BERNZOTT CAPITAL ADVISORS is a Camarillo, California based financial advisory firm with nearly $311,084,205 in assets under management and provides investment advisory services for 375 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

104583

Firm SEC#:

801-56940

Assets Under Management:

$311,084,205

No. of Clients:

375

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

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