Zero Gravity Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169905
- Website
- www.zerogravityfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI86.68%
- Individuals13.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Zero Gravity Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator that can select and oversee outside managers. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are non‑asset based, relying on hourly charges and fixed fees. The firm reports it is not an active ESG investor and does not operate as a multi‑state or pension consultant adviser.
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents15%
- Exchange Traded Equities5%
Contacts
1 of 1
Lori Dietzler
FounderCRD 4523332
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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