Managerlink.Com LLC (Cleveland)

Name: Managerlink.Com LLC
Address: 820 W. Superior Ave, Cleveland, OH, 44113
Telephone: 216-241-6473

Managerlink.Com LLC is a large advisory firm based in Cleveland. It manages $37.76 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 23 other states.

Managerlink provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Managerlink: assets under management

The assets under management (AUM) of Managerlink.Com LLC is $37.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $429.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Managerlink.Com LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Managerlink.Com LLC

Neil Jason Lozar has served as the Chief Investment Officer since 1 Mar 2001 and Thomas Henry Roulston is the Chief Executive Officer of Managerlink.Com LLC family office. Robert Anthony Ferreri joined the executive team most recently as the Chief Administrative Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Henry Roulston	Chief executive officer	1 Jun 1999	50% - 75%	1038010
Cary Hamlin Koontz	Chief operating officer	1 Dec 1999	Other	1744584
Kenneth Seitz	Chief financial officer	1 Apr 2000	Other	4373369
Lorrayne Anne Jennings	Executive vice president	1 Oct 2000	Other	2481461
Robert Anthony Ferreri	Chief administrative officer	1 Mar 2001	Other	4373359
Neil Jason Lozar	Chief investment officer	1 Mar 2001	Other	4379971

Based in Cleveland

The principal office where Managerlink.Com LLC performs its advisory services is located at 820 W. Superior Ave, Cleveland, OH 44113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-241-6473 or by fax 216-241-6714. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.managerlink.com.