ZOE FINANCIAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$283,473,191
Discretionary
$118,174,160
Non-discretionary
$165,299,031
Firm details
- CRD number
- 285158
- SEC file number
- 801-117745
- Main office
- NEW YORK, NY, United States
- Employees
- 45
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of November 2026.