Zions Direct, Inc.

Overview

Zions Direct, Inc. is organized as a corporation and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 1986. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator and not an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The profile in the data set contains little about client-facing advisory activities or manager allocation preferences. The combination of an investment bank classification and the absence of reported advisory metrics in FINTRX suggests the firm’s primary activities are likely transaction- or capital markets–oriented rather than operating as a traditional discretionary RIA.

Assets & Accounts

Location & Offices