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Zions Capital Advisors, Inc.

● SEC registered since 2004CRD 131308SEC# 801-63287Salt Lake City, UT
Export (members)
Reg. AUM
$1.46B
Employees
16
Accounts
88
Location
Salt Lake City, UT

Zions Capital Advisors, Inc. assets under management

Zions Capital Advisors, Inc. is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2004. It reports $1.5 billion in regulatory assets under management and employs 16 people.

Zions Capital Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Anthony Gino Valeri ControlPresident & Director Of Investment ManagementUnder 5%2024
Jennifer Kyle HashChief Compliance OfficerUnder 5%2015
Michael Eric Kessler ControlDirector Of Fixed IncomeUnder 5%2025
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Frequently asked questions

How much does Zions Capital Advisors, Inc. manage?

Zions Capital Advisors, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Zions Capital Advisors, Inc. have?

Zions Capital Advisors, Inc. reports 16 employees.

Where is Zions Capital Advisors, Inc. located?

Zions Capital Advisors, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2004.

Does Zions Capital Advisors, Inc. disclose fund performance?

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

Contact & registration

AddressZions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133
Phone800-608-3202
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.46B
Non-discretionary$0
Total (RAUM)$1.46B