Zoe Financial, Inc.

● SEC registered since 2019CRD 285158SEC# 801-117745New York, NY

Export (members)

Reg. AUM

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Employees

Accounts

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Location

New York, NY

Zoe Financial, Inc. assets under management

Zoe Financial, Inc. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2019. It employs 37 people.

www.instagram.com/zoefinancial/?hl=en View on SEC.gov ↗

Zoe Financial, Inc. owners & executives

3 reported

Name	Title	Ownership	Since
Andres Daniel Garcia Control	Ceo	25-50%	2016
Cameron Smith	Chief Compliance Officer	Under 5%	2025
Sb Opportunity Fund LLC	Shareholder A-1 Preferred	10-25%	2021

Frequently asked questions

How many employees does Zoe Financial, Inc. have?

Zoe Financial, Inc. reports 37 employees.

Where is Zoe Financial, Inc. located?

Zoe Financial, Inc. is based in New York, NY and has been SEC-registered since 2019.

Does Zoe Financial, Inc. disclose fund performance?

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

Contact & registration

Address	666 Third Ave., 6th Floor, New York, NY 10017
Phone	646-680-9244
Fax	N/A
Office hours	8:00a.m.-6:00p.m.
SEC region	New York Regional Office (NYRO)
Discloses disciplinary history	No