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| Keyboard |
| Zoe Financial Inc
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|---|---|
| CRD # | 285158 |
| SEC # | 801-117745 |
| CIK # | 0001861999 |
| AUM | 283.5 M (2026-06-29) |
| Employees | 45 (4% Investors, 11% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-680-9244 |
| Address | 666 Third Ave New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,579 | 194.5 |
| (b) Individuals (high net worth individuals) | 29 | 88.9 |
| (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 | 81 | 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 | 2,749 | 283.5 |
| By Discretionary | ||
| Discretionary | 1,143 | 118.2 |
| Non-Discretionary | 1,606 | 165.3 |
| Total | 2,749 | 283.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.5 | |
| Total | 2,749 | 283.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001861999] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20,538 |
| Serves | Institutional, Retail |
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