Overview
Assets Under Management: $141 million
Headquarters: BRECKENRIDGE, CO
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
ZIDEL FINANCIAL, INC. 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 #135047), ZIDEL FINANCIAL, INC. is subject to fiduciary duty under federal law.
ZIDEL FINANCIAL, INC. is headquartered in BRECKENRIDGE, CO.
ZIDEL FINANCIAL, INC. serves 59 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, ZIDEL FINANCIAL, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
ZIDEL FINANCIAL, INC. manages $141 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, ZIDEL FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 156
Discretionary Accounts: 156
Regulatory Filings
CRD Number: 135047
Last Filing Date: 2024-03-29 00:00:00
Website: https://gmail.com