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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
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 2 offices throughout the country.
ZIONS CAPITAL ADVISORS, INC. is a Salt Lake City, Utah based Financial Planning firm with nearly $1,759,671,621 assets under management, offering retirement planning & investment advisory services to 86 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131308 |
| SEC# | 801-63287 |
| Assets Managed by Firm | $1,759,671,621 |
| No. of Clients | 86 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 86 | $1,759,671,621 |
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