Overview
Assets Under Management: $549 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 10
Average Client Assets: $45 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.00
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 1,698
Discretionary Accounts: 1,698
Regulatory Filings
CRD Number: 330428
Filing ID: 1988951
Last Filing Date: 2025-05-12 13:22:00
Website: https://zegainvestments.com