H.L. Zeve Associates, Inc. (Pittsburgh)

H.L. Zeve Associates, Inc. is a large advisory firm based in Pittsburgh. It manages $324.15 million of regulatory assets for 833 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 10 other states.

H.L. Zeve Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

H.L. Zeve Associates: assets under management

The assets under management (AUM) of H.L. Zeve Associates, Inc. is $324.15 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $322.29 million in discretionary accounts and $1.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $387.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $927.13 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay H.L. Zeve Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at H.L. Zeve Associates, Inc.

Harvey Lee Zeve has been acting as President since 1 May 1984. Matthew Stephen Hardin joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harvey Lee Zeve	President	1 May 1984	75% - 100%	476398
Joanne Patricia Calhoun	Treasurer	1 May 1984	Other	1462050
James Stephen Lee	Vice-president	1 Dec 1995	Other	2540585
James Stephen Lee	President	1 Dec 2001	Other	2540585
Harvey Lee Zeve	Chairman	1 Dec 2001	75% - 100%	476398
Matthew Stephen Hardin	Chief compliance officer	1 Mar 2008	Other	2366634

Based in Pittsburgh

The principal office where H.L. Zeve Associates, Inc. performs its advisory services is located at 600 Three Ppg Place, Pittsburgh, PA 15222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.