The Zillennial Advisors
Firm details
- Headquarters
- ,
- CRD number
- 324808
- Registered since
- June 23, 2025
- Website
- thezillenialadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Zillennial Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. Ownership is a mix of a domestic entity and an individual. The firm serves individual and family clients and charges both a percentage-of-assets-under-management fee and fixed fees for some services. It provides financial planning, portfolio management for individuals and small businesses, publishes periodicals or newsletters, and runs educational seminars and workshops. The firm identifies itself as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1Carlin Jackson
Chief Technology OfficerCRD 7846556
Contacts
2 of 2
Chloe Barroukh
Investment Strategy AnalystCRD 7145236
Kevin Russell
FounderCRD 7475176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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