Overview
Assets Under Management: $147 million
Headquarters: OCALA, FL
High-Net-Worth Clients: 2
Average Client Assets: $70 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.89
Average High-Net-Worth Client Assets: $70 million
Total Client Accounts: 1,099
Discretionary Accounts: 1,099
Regulatory Filings
CRD Number: 295122
Filing ID: 1981723
Last Filing Date: 2025-04-23 14:49:00
Website: https://zinniawealth.com