ZINVEST FINANCIAL SERVICE, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 297563
- Registered since
- October 30, 2023
- Website
- www.zvstus.com
Firm profile
FINTRXOverview
Zinvest Financial Service, LLC is an SEC-registered limited liability company that entered SEC reporting in 2023. The firm is listed as an unclassified adviser and is owned by a combination of a domestic entity and an individual. According to the available report, Zinvest does not position itself as a capital allocator, is not an active ESG investor, does not serve as a pension consultant, and is not identified as a multi-state 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
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1Mingzhe DU
Deputy COOCRD 7353052
Contacts
3 of 3Mohamed Elgammal
FinOpCRD 7590681
CHRISTOPHER COOK
DirectorCRD 2800929
Clay Archey
Director of ComplianceCRD 3248177
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
- 600 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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