ZOE Financial, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 285158
- Registered since
- December 5, 2019
- Website
- zoefin.com
- Custodians
- APEX CLEARING CORPORATION, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals68.63%
- HNWI31.37%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ZOE Financial, Inc. is an independent registered investment adviser that works with both individuals/families and institutional clients. The firm is SEC registered (registration date: 2019) and operates as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model includes a percentage-of-AUM component as well as other fee arrangements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds22%
- Cash & Cash Equivalents5%
- Private Funds3%
Owners & executives
1 of 1
Andres Garcia
Founder & CEOCRD 4829474
Contacts
3 of 8
Rajesh Gaur
Vice President, Investment SolutionsCRD 5737107
Cameron Smith
Head of ComplianceCRD 6127100
Corey Moon
Client Success ManagerCRD 7810484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 666 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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