ZIDEL FINANCIAL, INC.
Legal name: ZIDEL FINANCIAL INC.
CRD #135047 SEC #801-123333 BRECKENRIDGE, CO 970-409-4466
SEC Registered
Total AUM
$144.4M
Discretionary
$144.4M
Employees
1
Clients
--
Accounts
313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.4M | $144.4M | $0 | 1 | 0 |
| Mar 2024 | $140.7M | $140.7M | $0 | 1 | 0 |
| Jan 2024 | $111.6M | $111.6M | $0 | 2 | 0 |
| Jul 2023 | $111.6M | $111.6M | $0 | 2 | 0 |
| Mar 2023 | $111.6M | $111.6M | $0 | 2 | 0 |
| Apr 2022 | $127.4M | $127.4M | $0 | 3 | 0 |
| Jan 2022 | $127.4M | $127.4M | $0 | 3 | 0 |
DateMar 2025
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees3
Clients0