Zinvest Financial Service LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Zinvest Financial Service LLC ✚
CRD #	297563
SEC #	801-117145
CIK #
AUM
Employees	3 (33% Investors, 100% Brokers)
Phone	949-309-2386
Address	600 Brickell Avenue Miami, FL 33131
Source	[IAPD] [Website] [Twitter] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
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

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