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Building 2ZINNIA WEALTH ADVISORY, LLC

Map pinOCALA, FL
Phone352-368-3680
NotebookSEC #801-132847
Total AUM
$168.8M
Employees
11
Clients
512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3220 SW 33RD RD
OCALA
FL 34474
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
352-368-3680
Other Offices
2

ReceiptFinancials

Total AUM
$168.8M
Accounts
1,455
Discretionary
$168.8M
Accounts
1,455
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
481
AUM
$111.9M
HNW Individual Clients
31
AUM
$56.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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