Zion Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 307421
- Website
- www.zioncapitalinc.com
- Custodians
- SHAREHOLDERS SERVICE GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals93.62%
- Corporations / Businesses6.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Zion Capital LLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services primarily to individuals and families, as well as institutional clients. The firm operates with a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Zion Capital LLC does not classify itself as a capital allocator and is not an active ESG investor. The firm is also involved in educational initiatives, offering seminars and workshops to enhance client understanding of financial matters.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Nicholas Zimmerman
Managing Member, Investment AdvisorCRD 7059554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations