Press Release
Zeller Kern Private Wealth Management, Inc. of Gold River California is named by Wealth Manager Magazine as one of Wealth Manager’s “Top Dogs 2008” – one of the Top Advisory Firms in the Country! Zeller Kern Private Wealth Management is a comprehensive wealth advisory firm that provides wealth advisement and asset management for its affluent individual clients, institutions and businesses.
“Wealth Manager Magazine selects their “Top Dog” firms based upon the firm’s assets under management (AUM), both discretionary and non-discretionary as defined by Form ADV, plus other assets not reported on Form ADV for which an advisory or management fee is charged. The data is self reported based on a firm’s form ADV. All numbers in the client survey are as of Dec. 31st, 2007, and participants are ranked according to average AUM per client. Average AUM per client is derived from the firm’s total assets under management by the total number of clients that the firm has under advisement.”