ZAVALA, RICALDO
CRD #164752 SEC #801-76903 DEL MAR, CA 858-228-6820
SEC Registered
Total AUM
$270M
Discretionary
$270M
Employees
--
Clients
0
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $299M | $299M | $0 | 2 | 11 |
| Mar 2013 | $298M | $298M | $0 | 2 | 11 |
| Nov 2012 | $270M | $270M | $0 | 2 | 11 |
| Jul 2012 | $270M | $270M | $0 | -- | 11 |
| Jul 2012 | $270M | $270M | $0 | -- | 11 |
DateMar 2014
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees2
Clients11
DateMar 2013
Total AUM$298M
Discretionary$298M
Non-Disc.$0
Employees2
Clients11
DateNov 2012
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees2
Clients11
DateJul 2012
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees--
Clients11
DateJul 2012
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees--
Clients11