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Building 2ZIONS INVESTMENT SECURITIES, INC

Map pinSALT LAKE CITY, UT
Phone801-524-4731
NotebookSEC #801-42357
Total AUM
$8.4M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE SOUTH MAIN STREET
17TH FLOOR
SALT LAKE CITY
UT 84111
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
801-524-4731

ReceiptFinancials

Total AUM
$8.4M
Accounts
50
Discretionary
$0
Accounts
0
Non-Discretionary
$8.4M
Accounts
50

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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