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ZOE FINANCIAL, INC.
NEW YORK, NY
646-680-9244
SEC #801-117745Total AUM
$283.5M
Employees
45Clients
1,689Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
666 THIRD AVE.
6TH FLOOR
NEW YORK
NY 10017
United States
6TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
8:00AM-6:00PM
Monday - Friday
Monday - Friday
Phone
646-680-9244
Financials
Total AUM
$283.5M
Accounts
2,749Discretionary
$118.2M
Accounts
1,143Non-Discretionary
$165.3M
Accounts
1,606
Clients
Individual Clients
1,579AUM
$194.5M
HNW Individual Clients
29AUM
$88.9M
Investment Advisor Clients
81AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
REFERRAL SERVICE
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL; PLATFORM, SUB-ADVISOR, MODEL MRKTPLACE FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.