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Home > Retirement Planners > colorado > breckenridge > ZIDEL FINANCIAL INC.
ZIDEL FINANCIAL INC.
210 S. Ridge Street
Breckenridge, Colorado 80424
Tel: 970-409-4466
About ZIDEL FINANCIAL INC.
ZIDEL FINANCIAL INC, formally registered with the SEC as ZIDEL FINANCIAL INC. The firm was established in 02/25/2022. They have over 1 offices throughout the country.
ZIDEL FINANCIAL INC. is a Breckenridge, Colorado based Financial Planning firm with nearly $140,696,444 assets under management, offering retirement planning & investment advisory services to 156 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135047 |
| SEC# | 801-123333 |
| Assets Managed by Firm | $140,696,444 |
| No. of Clients | 156 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SELECTION OF OTHER ADVISORS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 156 | $140,696,444 |
| Individuals (other than high net worth individuals) | 106 | $20,588,389 |
| High net worth individuals | 46 | $119,422,081 |
| Corporations or other businesses | 4 | $685,974 |
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