Z & P INVESTMENT SERVICES, LLC
CRD #118949 SEC #801-62847 IRVINE, CA 949-261-2010
SEC Registered
Total AUM
$25.7M
Discretionary
$0
Employees
5
Clients
10
Accounts
29
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2011 | $63.5M | $0 | $63.5M | 5 | -- |
| Mar 2011 | $63.5M | $0 | $63.5M | 5 | -- |
| Mar 2007 | $48.4M | $0 | $48.4M | 5 | -- |
| Dec 2005 | $25.7M | $0 | $25.7M | 5 | -- |
DateJul 2011
Total AUM$63.5M
Discretionary$0
Non-Disc.$63.5M
Employees5
Clients--
DateMar 2011
Total AUM$63.5M
Discretionary$0
Non-Disc.$63.5M
Employees5
Clients--
DateMar 2007
Total AUM$48.4M
Discretionary$0
Non-Disc.$48.4M
Employees5
Clients--
DateDec 2005
Total AUM$25.7M
Discretionary$0
Non-Disc.$25.7M
Employees5
Clients--