ZINK WEALTH SOLUTIONS LLC

RIASEC Registered
Total AUM
$38.4M
Discretionary
$38.4M
100% of AUM
Avg account
$4.8M
Accounts
8
Employees
4
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
319554
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 12%, Investment Grade Corp Bonds 9%, Other 4%46%
  • Exchange Traded Equities46%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents12%
  • Investment Grade Corp Bonds9%
  • Other4%

Contacts

3 of 3
  • MIGUEL CEBOLLA TOMAS

    FounderCRD 5773264

  • Cristina Extremera Abril

    Senior AssociateCRD 7012741

  • JOSE IGNACIO GARCIA FERNANDEZ

    Director and PartnerCRD 5761993

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth