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Zidel Financial, Inc.

● SEC registered since 2022CRD 135047SEC# 801-123333Breckenridge, CO
Export (members)
Reg. AUM
$144.4M
Employees
1
Accounts
313
Location
Breckenridge, CO

Zidel Financial, Inc. assets under management

Zidel Financial, Inc. is a registered investment adviser overseen by the SEC based in Breckenridge, CO. The firm has been registered since 2022. It reports $144.4 million in regulatory assets under management and employs 1 people.
www.zidelfinancial.comView on SEC.gov ↗

Zidel Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Douglas IRA Zidel ControlPresident/CcoOver 75%1994

Frequently asked questions

How much does Zidel Financial, Inc. manage?

Zidel Financial, Inc. reports $144.4 million in regulatory assets under management on its Form ADV.

How many employees does Zidel Financial, Inc. have?

Zidel Financial, Inc. reports 1 employees.

Where is Zidel Financial, Inc. located?

Zidel Financial, Inc. is based in Breckenridge, CO and has been SEC-registered since 2022.

Does Zidel Financial, Inc. disclose fund performance?

Zidel Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address210 S. Ridge Street, Breckenridge, CO 80424
Phone970-409-4466
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$144.4M
Non-discretionary$0
Total (RAUM)$144.4M