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Building 2ZEO CAPITAL ADVISORS, LLC

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Phone(415) 875-5604
NotebookSEC #801-72287
Total AUM
$239.1M
Employees
6
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
(415) 875-5604
Other Offices
4

ReceiptFinancials

Total AUM
$239.1M
Accounts
9
Discretionary
$238.8M
Accounts
3
Non-Discretionary
$274.6K
Accounts
6

ContactClients

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HNW Individual Clients
1
AUM
$3M
Investment Company Clients
2
AUM
$235.8M
Charitable Organization Clients
1
AUM
$259.7K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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