ZEST

200 South Biscayne Boulevard
Miami, Florida 33131
Tel: 954-383-1919

About ZEST

ZEST, formally registered with the SEC as ZEST. The firm was established in 11/19/2021. They have over 1 offices throughout the country.

ZEST is a Miami, Florida based Financial Planning firm with nearly $102,660,556 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316889
SEC#	801-122725
Assets Managed by Firm	$102,660,556
No. of Clients	2
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$102,660,556

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