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Building 2ZEGA FINANCIAL, LLC

Map pinPALM BEACH GARDENS, FL
Phone800-380-9342
NotebookSEC #801-78723
Total AUM
$4.5B
Employees
16
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3801 PGA BOULEVARD
SUITE 600
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
800-380-9342
Other Offices
5

ReceiptFinancials

Total AUM
$4.5B
Accounts
36
Discretionary
$4.5B
Accounts
36
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
36
AUM
$4.5B

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILNE

HandshakeAffiliates

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

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