Zinvest Financial Service, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
297563
Registered since
October 30, 2023

Firm profile

FINTRX

Overview

Zinvest Financial Service, LLC is organized as a limited liability company and is recorded as having an SEC registration year of 2023. FINTRX classifies the firm as Unclassified and lists its owner type as a domestic entity and individual. The data does not include descriptions of the firm's advisory activities, fee schedule, or client segments, so public-facing details about its service model or target clients are limited. The firm is not flagged as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the provided dataset.

Assets & Accounts

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 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

3 of 4
  • Christopher Cook

    Christopher Cook

    DirectorCRD 2800929

  • Clay Archey

    Director of ComplianceCRD 3248177

  • Mohamed Elgammal

    Mohamed Elgammal

    FinOpCRD 7590681

Unlock 1 more contacts

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
600 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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