$23.7M Total AUM
$23.7M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2008
- Office Locations
- 1
Office Locations
-- Albuquerque NM
About ZIA Investment Advisors
Zia Trust (Zia Investment Advisors) provides trust and fiduciary services that work alongside the investment advisor of your choice, serving families and businesses. The firm also supports estate and financial planning and insurance needs, with portfolios focused on public funds and equity ETFs. Operates across five Southwest locations in New Mexico and Arizona.
Team overview
-- AVG AGE
$23.7M AVG AUM / ADVISOR
$493.9K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL JONATHAN HETTINGA
Chief Compliance Officer, Owner
- CRD
- #4065158
- 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 | $23,709,421 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,709,421 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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