$39.2M Total AUM
$39.2M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
12 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-28-2014
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Zero Gravity Financial, LLC
Zero Gravity Financial is an Atlanta-based RIA providing ongoing financial planning for employees with equity compensation and concentrated company stock. The firm pairs planning with tax guidance around major life events and builds retirement and investment portfolios primarily with low-cost, passive index ETFs.
Team overview
-- AVG AGE
$39.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
LORI JANE DIETZLER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4523332
- 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 | $39,185,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,185,382 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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