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Building 2ZEPHYR INVESTMENT MANAGEMENT

Map pinWESTLAKE VILLAGE, CA
Phone805-496-6810
NotebookSEC #801-55289
Total AUM
$61M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3625 EAST THOUSAND OAKS BLVD
#145
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
805-496-6810

ReceiptFinancials

Total AUM
$61M
Accounts
312
Discretionary
$53.2M
Accounts
271
Non-Discretionary
$7.8M
Accounts
41

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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