ZINVEST FINANCIAL SERVICE LLC
Anaheim, California
ZINVEST FINANCIAL SERVICE LLC, based out of Anaheim, CA, is a reputable small investment advisory firm catering to a diverse client base. With over 920 individual clients and an impressive $23,544,000 in assets under management, they specialize in managing employer 401K plans and individual portfolios, with these two categories representing over 80% of their assets.
ZINVEST's expertise in handling 401K plans for both employers and employees makes them a trusted partner for businesses seeking comprehensive retirement solutions. The firm prides itself on their team's qualifications and experience, ensuring clients receive professi...
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Assets Under Mgmt
$23.54M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
Self-regulatory organization found you made a false statement or omission
Disciplined by self-regulatory organization or commodities exchange
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.