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Financial Advisor
California
Westlake Village
ZEPHYR WEALTH MANAGEMENT

ZEPHYR WEALTH MANAGEMENT

Tel: (805) 496-6810 3625 E. Thousand Oaks Blvd. Suite 145 Westlake Village, California 91362

About ZEPHYR WEALTH MANAGEMENT

ZEPHYR WEALTH MANAGEMENT is a Westlake Village, California based financial advisory firm with nearly $341,481,024 in assets under management and provides investment advisory services for 654 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

166303

Firm SEC#:

801-118365

Assets Under Management:

$341,481,024

No. of Clients:

654

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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