ZOE FINANCIAL, INC.
CRD #285158 SEC #801-117745 NEW YORK, NY 646-680-9244
SEC Registered
Total AUM
--
Discretionary
--
Employees
37
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| ARMSTRONG, ANDY, JOHN | I | CCO | NA | |
| Smith, Cameron | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO & CCO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | E | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| GARCIA, ANDRES, DANIEL | I | CEO | C | Control |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B | |
| SB OPPORTUNITY FUND LLC | DE | SHAREHOLDER A-1 PREFERRED | B |
Registrations
Federal
IA
Aug 22, 2025 REGISTERED
Notice Filings (50)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
666 THIRD AVE.6TH FLOOR
NEW YORK, NY 10017
United States
Phone: 646-680-9244