Z
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2018
- Office Locations
- 2
Office Locations
-- LOS Angeles CA
-- SAN Diego CA
About ZEN Trading LLC
ZEN Trading LLC is a LOS Angeles-based RIA with 2 offices. The firm has been operating for 8 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$409.3K AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SIVA KUMAR
Chief Compliance Officer, Managing Member
- CRD
- #6519838
- Ownership
- 50% but less than 75%
Available
Available
Available
S
Stephen R Lamm
Chief Compliance Officer, Equity Trader, Managing Member
- CRD
- #6903109
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,046,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,046,250 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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