Overview
Assets Under Management: $5.0 billion
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 138
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.14
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 324
Discretionary Accounts: 324
Regulatory Filings
CRD Number: 128990
Filing ID: 1961954
Last Filing Date: 2025-03-19 11:48:00
Website: https://zci.com