Zinvest Financial Service, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
297563
Registered since
October 30, 2023

Firm profile

FINTRX

Overview

Zinvest Financial Service, LLC is organized as a limited liability company with ownership tied to domestic entities and individuals. The firm is categorized as unclassified in the dataset and does not identify itself as a capital allocator, pension consultant, related adviser, or multi-state adviser. It is not flagged as an active ESG investor. The public record supplied contains limited detail on the firm's specific advisory activities, client segments, fee schedules, or business lines.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

3 of 4
  • Christopher Cook

    Christopher Cook

    DirectorCRD 2800929

  • Clay Archey

    Director of ComplianceCRD 3248177

  • Mohamed Elgammal

    Mohamed Elgammal

    FinOpCRD 7590681

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
600 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth