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Zinvest Financial Service LLC
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CRD # | 297563 |
SEC # | 801-117145 |
CIK # | |
AUM | $23.5 MM (2023-10-31) |
Employees | 3 (33% Investors, 100% Brokers) |
Phone | 949-309-2386 |
Address | 600 Brickell Avenue Miami, FL 33131 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 924 | 23.5 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 924 | 23.5 |
By Discretionary | ||
Discretionary | 924 | 23.5 |
Non-Discretionary | 0 | 0.0 |
Total | 924 | 23.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 23.3 | |
Total | 924 | 23.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hoffman & Associates Financial & Estate Advisors Inc
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|
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 |