Z
$5.3M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Matrix Trust · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2024
- Office Locations
- 1
Office Locations
-- Middleville MI
About Zephyr Advisers
Zephyr Advisers is a Middleville-based RIA. The firm has been operating for 2 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Matrix Trust.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$78.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFERY Earl MCCORMICK
Owner, Founder, And Chief Compliance Officer
- CRD
- #6296862
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,685,577 | -- |
| Non-Discretionary | $1,568,554 | -- |
| Total | $5,254,131 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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