Zinvest Financial Service LLC

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Assets, Funds, Holdings

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Zinvest Financial Service LLC
CRD #297563
SEC #801-117145
CIK #
AUM $23.5 MM (2023-10-31)
Employees 3 (33% Investors, 100% Brokers)
Phone949-309-2386
Address600 Brickell Avenue
Miami, FL 33131
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
25201510502010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 924 23.5
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 924 23.5
By Discretionary
Discretionary 924 23.5
Non-Discretionary 0 0.0
Total 924 23.5
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 23.3
Total 924 23.5
Comparable Firms State AUM ($BB)
Hoffman & Associates Financial & Estate Advisors Inc
CA 0.0
Radiant Global Investors LLC
CA 0.0
Select Investment Solutions LLC
DC 0.0
Azura Partners US LLC
NY 0.0
J Stern & Co LLC
NY 0.0
American Northwest Advisory Services LLC
WA 0.0
Sentinel Capital Solutions Inc
MD 0.0
Veridien Global Investors LLC
CT 0.0
Constitution Wealth LLC
CA 0.0
Cardea Capital Group Inc
GA 0.0
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