ZINK WEALTH SOLUTIONS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 319554
- Website
- zink-is.com
- Custodians
- BANCO SANTANDER S.A., PERSHING LLC, SANTANDER INVESTMENT SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Zink Wealth Solutions LLC is a small, privately held wealth advisory firm organized as an LLC that serves individual and family clients. The firm provides fee-based portfolio management for individuals and small businesses as well as for business or institutional clients, and it runs educational seminars and workshops. Its compensated arrangements include percentage-of-assets-under-management and fixed-fee engagements. Zink identifies itself as an active ESG investor, and it maintains industry relationships with a broker‑dealer and an insurance company that likely support distribution and product access.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities46%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds9%
- Other4%
Contacts
3 of 3MIGUEL CEBOLLA TOMAS
FounderCRD 5773264
Cristina Extremera Abril
Senior AssociateCRD 7012741
JOSE IGNACIO GARCIA FERNANDEZ
Director and PartnerCRD 5761993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2937 SW 27th Ave
- Time zone
- ET (UTC-5)
- Office locations
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