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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