Zone Investment Management, LLC
RIAState Registered
Total AUM
$21.9M
Discretionary
$17.3M
79% of AUM
Avg account
$332K
Accounts
66
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 314086
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.12%
- Individuals34.88%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zone Investment Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, charging advisory fees as a percentage of assets under management. Its stated advisory focus is portfolio management for individuals and small businesses. Zone does not identify itself as an active ESG investor, is not listed as a multi-state adviser, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities30%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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