1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ZIONS CAPITAL ADVISORS, INC.

Map pinSALT LAKE CITY, UT
Phone800-608-3202
NotebookSEC #801-63287
Total AUM
$830.8M
Employees
14
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ZIONS CAPITAL ADVISORS
ONE SOUTH MAIN ST., 12TH FLOOR
SALT LAKE CITY
UT 84133
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
800-608-3202

ReceiptFinancials

Total AUM
$830.8M
Accounts
58
Discretionary
$830.8M
Accounts
58
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Government Entity Clients
45
AUM
$830.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNVORTXUTWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account