The ZOE FINANCIAL is a privately held investment adviser that advises $283.47mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ZOE FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 6.66 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 666 THIRD AVE. 6TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 45 employees comprised of 2 investment and 43 non-investment staff. The total number of Employees increased by 73.08% over the last 5-years.
Their $283.47mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 81 other accounts. Assets of Individuals clients own $194.55mn or 68.63% of Total Assets and High Net Worth Individuals own $88.93mn or 31.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
ZOE FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.