J. Zechner Associates Revenue

Investment Management • Toronto, Ontario, Canada • 1-10 Employees

J. Zechner Associates revenue & valuation

Annual revenue	$21,200,000
Revenue per employee	$2,119,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$67,800,000
Total funding	No funding

Key Contact at J. Zechner Associates

Jeffrey Herold

Chief Executive Officer

Company overview

Headquarters	Royal Bank Plaza, 200 Bay Street, Suite 3205, South Tower, P.O. Box 53, Toronto, Ontario M5J 2J2, CA
Phone number	+14168678649
Website	jzechner.com
NAICS	5231
SIC	628
Keywords	Private Wealth Management, Families, Institutions, Pension Funds, Accredited Investors, Pooled Funds
Founded	1993
Employees	1-10
Socials

J. Zechner Associates Email Formats

J. Zechner Associates uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@jzechner.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@jzechner.com	100%

About J. Zechner Associates

J Zechner Associates is an independent firm owned by its employee-partners. We actively manage approximately $1.0 billion in assets and have been growing since 1993. We've hand-picked exceptional individuals who - like our clients - are here to stay. We combine a singular level of personalized service, and an award-winning approach to asset management. We are disciplined, active managers focused on three investment strategies: Canadian Equity, Canadian Fixed Income, and Balanced. Our clients are families, institutions, pension funds and we have provided our distinct portfolio management for other mutual fund companies.

Employees by Management Level

Total employees: 1-10

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Employees by Department

J. Zechner Associates has 3 employees across 3 departments.

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Funding Data

J. Zechner Associates has never raised funding before.

J. Zechner Associates Tech Stack

Discover the technologies and tools that power J. Zechner Associates's digital infrastructure, from frameworks to analytics platforms.

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Contact Form 7

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Frequently asked questions

J. Zechner Associates is located in Toronto, Ontario, CA.

You can reach J. Zechner Associates at +14168678649.

J. Zechner Associates generates an estimated annual revenue of $21,183,881. This revenue figure reflects the company's market position and business performance in its industry.

J. Zechner Associates has an estimated valuation of $67,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

J. Zechner Associates was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

J. Zechner Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at J. Zechner Associates

Jeffrey Herold

Chief Executive Officer

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