$159.6M Total AUM
$159.6M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2005
- Office Locations
- 1
Office Locations
210 S. Ridge Street Breckenridge CO
About Zidel Financial Inc.
Zidel Financial Inc. is a Breckenridge, CO registered investment adviser serving retail and institutional clients with comprehensive financial planning, tax and estate planning, insurance analysis, and business-succession guidance. Portfolios emphasize asset allocation with heavy ETF use alongside mutual funds, fixed income and real estate exposures, and are custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$159.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
DOUGLAS IRA ZIDEL
Chief Compliance Officer, President
- CRD
- #1449410
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,649,118 | $482,324 |
| Non-Discretionary | $0 | -- |
| Total | $159,649,118 | $482,324 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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