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ZIONS CAPITAL ADVISORS, INC.

Zions Capital Advisors
One South Main St., 12th Floor
Salt Lake City, Utah 84133
Tel: 800-608-3202

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About ZIONS CAPITAL ADVISORS, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#131308
SEC#801-63287
Assets Managed by Firm$1,959,976,339
No. of Clients93
No. of Advisors17

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total93$1,959,976,339

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