ZAI Technologies LLC
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 342129
- Registered since
- May 12, 2026
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPublication of Periodicals
Firm profile
FINTRXOverview
ZAI Technologies LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2026). FINTRX classifies the firm as an independent registered investment adviser that serves individual and family clients. The firm’s stated advisory activities emphasize financial planning and the publication of periodicals or newsletters rather than traditional portfolio management. Compensation is structured as fixed fees. The FINTRX profile flags several service and operating characteristics: ZAI Technologies is not listed as a capital allocator, it does not report active ESG investing, it is not a multi-state adviser, and it is not identified as a pension consultant or a related adviser. Ownership is recorded as a combination of a domestic entity and an individual.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Alona Sudorzhenko
FounderCRD 8180131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Thousand Oaks, CA
Ventura
Location
Thousand Oaks, CA
Headquartered in Thousand Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 1547 Warwick Ave
- Time zone
- PT (UTC-8)
- Office locations
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