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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