Overview
Assets Under Management: $4.5 billion
Headquarters: PALM BEACH GARDENS, FL
Frequently Asked Questions
ZEGA FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156803), ZEGA FINANCIAL, LLC is subject to fiduciary duty under federal law.
ZEGA FINANCIAL, LLC is headquartered in PALM BEACH GARDENS, FL.
According to their SEC Form ADV, ZEGA FINANCIAL, LLC offers portfolio management for businesses. View all service details ↓
ZEGA FINANCIAL, LLC manages $4.5 billion in client assets according to their SEC filing dated December 02, 2024.
According to their SEC Form ADV, ZEGA FINANCIAL, LLC serves businesses. View client details ↓
Services Offered
Services: Portfolio Management for Companies
Clients
Total Client Accounts: 36
Discretionary Accounts: 36
Regulatory Filings
CRD Number: 156803
Filing ID: 1917436
Last Filing Date: 2024-12-02 15:45:00