$283.5M Total AUM
$118.2M Disc. AUM
-- 3Y CAGR
45 Employees
22,227 ADV. Clients
6 yrs Firm Age
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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-2019
- Office Locations
- 1
Office Locations
666 Third Ave. 6TH Floor NEW York NY
About ZOE Financial, Inc.
ZOE Financial, Inc. is a NEW York-based RIA. The firm has been operating for 6 years. Managing $283.5M in total assets under management, with 2 advisory representatives. They custody assets with Apex and Charles Schwab & Company.
Team overview
-- AVG AGE
$141.7M AVG AUM / ADVISOR
$12.8K AVG AUM / CLIENT
1.9 yrs AVG TENURE
45 Employees
2 Advisory Reps
10 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ANDRES DANIEL GARCIA
Chief Executive Officer, President
- CRD
- #4829474
- Ownership
- 25% but less than 50%
Available
Available
Available
RAJESH GAUR
--
- CRD
- #5737107
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
John Reece Benevides
--
- CRD
- #7255060
Available
Available
Available
P
Preston K Buhrmaster
--
- CRD
- #7301713
Available
Available
Available
Showing 2 of 9 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,174,160 | $103,389 |
| Non-Discretionary | $165,299,031 | $102,926 |
| Total | $283,473,191 | $103,119 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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