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Building 2ZEIT CAPITAL ADVISORS

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Phone206-713-9655
NotebookSEC #801-121663
Total AUM
$170.1M
Employees
1
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
206-713-9655

ReceiptFinancials

Total AUM
$170.1M
Accounts
205
Discretionary
$160.9M
Accounts
183
Non-Discretionary
$9.2M
Accounts
22

ContactClients

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Individual Clients
41
AUM
$32.9M
HNW Individual Clients
32
AUM
$102.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$7M
Corporation or Business Clients
1
AUM
$26.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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