Zions Capital Advisors
One South Main St., 12th Floor
Salt Lake City, Utah 84133
Tel: 800-608-3202
ZIONS CAPITAL ADVISORS, INC, formally registered with the SEC as ZIONS CAPITAL ADVISORS, INC. The firm was established in 07/28/2004. They have over 3 offices throughout the country.
ZIONS CAPITAL ADVISORS, INC. is a Salt Lake City, Utah based Financial Planning firm with nearly $1,959,976,339 assets under management, offering retirement planning & investment advisory services to 93 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 131308 |
SEC# | 801-63287 |
Assets Managed by Firm | $1,959,976,339 |
No. of Clients | 93 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 93 | $1,959,976,339 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$43,318,716,000 | 122 | 2250 | |
$22,406,537,116 | 238 | 90 | |
$6,250,778,068 | 28608 | 89 | |
$6,193,243,609 | 18 | 53 | |
$5,644,684,596 | 3387 | 56 |
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