A complete list of active advisors currently associated with Menzel Asset Management LLC

Warmer can help you find a great advisor at Menzel Asset Management LLC or one who fits your needs even better.

The firm provides investment advisory services to individuals and high-net-worth individuals through actively managed growth investing, strategic asset allocations, and general investment advice. It is newly registered as a small independent adviser and currently reports no client assets under management. The investment approach relies primarily on fundamental analysis to identify high-quality equities for long-term capital appreciation, while strategic allocation portfolios emphasize bonds, preferred or dividend-paying stocks and periodic rebalancing. The firm accepts discretionary authority for its actively managed growth service but operates non-discretionarily for other services and tailors recommendations to each client’s goals and restrictions. Uncommon for a small independent adviser, the firm offers performance-based fee arrangements to qualified clients and allows qualified clients to choose between performance-based and asset-based fee structures; the brochure discloses the resulting conflicts and mitigation steps, including trade allocation procedures and a prohibition on margin or leverage. The firm’s sole investment professional maintains full‑time employment as an engineer at Lockheed Martin, limits client capacity to manage time conflicts, and requires the use of a specified qualified custodian and direct deduction billing for its discretionary growth service.

To learn more about the advisors currently working at Menzel Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.