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Building 2ZEGA INVESTMENTS, LLC

Map pinPALM BEACH GARDENS, FL
Phone800.380.9342
NotebookSEC #801-130244
Total AUM
$614M
Employees
10
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3801 PGA BOULEVARD
SUITE 600
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
800.380.9342
Other Offices
9

ReceiptFinancials

Total AUM
$614M
Accounts
1,315
Discretionary
$614M
Accounts
1,315
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$41.8M
HNW Individual Clients
58
AUM
$90.4M
Investment Advisor Clients
27
AUM
$481.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIAIDILINKSKYLAMAMDMIMNMONCNENHNJNMNVNYOHOKSCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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