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Building 2ZRC FINANCIAL SERVICES, LLC

Map pinSANTA ROSA, CA
Phone707-524-6131
NotebookSEC #801-63894
Total AUM
$61.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3510 UNOCAL PLACE
SUITE 350
SANTA ROSA
CA 95403
United States
Operating Hours
9-5 BY APPOINTMENT
Monday - Friday
Phone
707-524-6131

ReceiptFinancials

Total AUM
$61.6M
Accounts
75
Discretionary
$61.6M
Accounts
75
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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