THE FINANCIAL ZEN GROUP, INC.
Doing business as FINANCIAL ZEN. SEC Form ADV profile.
Total regulatory AUM
$167,610,372
Discretionary
$167,610,372
Non-discretionary
$0
Firm details
- CRD number
- 282230
- SEC file number
- 801-136851
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.