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Building 2ZIDEL FINANCIAL INC.

Map pinBRECKENRIDGE, CO
Phone970-409-4466
NotebookSEC #801-123333
Total AUM
$159.6M
Employees
1
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 S. RIDGE STREET
BRECKENRIDGE
CO 80424
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
970-409-4466

ReceiptFinancials

Total AUM
$159.6M
Accounts
331
Discretionary
$159.6M
Accounts
331
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$14M
HNW Individual Clients
44
AUM
$143.8M
Corporation or Business Clients
7
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACOFLNYTX

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

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