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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PELTIER, CLAUDIA, IRENE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PELTIER, CLAUDIA, IRENE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PELTIER, CLAUDIA, IRENE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PELTIER, CLAUDIA, IRENE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PELTIER, CLAUDIA, IRENE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ZONE, JEFFREY, RONALD | I | MEMBER | D | Control |
| ZONE, JEFFREY, RONALD | I | MEMBER | D | Control |
| ZONE, JEFFREY, RONALD | I | MEMBER | D | Control |
| ZONE, JEFFREY, RONALD | I | MEMBER | D | Control |
| ZONE, JEFFREY, RONALD | I | MEMBER | D | Control |
Registrations
Federal
IA
Dec 5, 2005 REGISTERED
Notice Filings (2)
CA LA
Address
2192 DUPONT DRIVE, SUITE 110IRVINE, CA 92612
USA
Phone: 949-261-2010