ZINVEST FINANCIAL SERVICE LLC
CRD #297563 SEC #801-117145 ANAHEIM, CA 949-309-2386
SEC Registered
Total AUM
$23.5M
Discretionary
$23.5M
Employees
3
Clients
0
Accounts
924
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $23.5M | $23.5M | $0 | 3 | 0 |
| Oct 2023 | $23.5M | $23.5M | $0 | 3 | 0 |
| Mar 2023 | $23.5M | $23.5M | $0 | 3 | 0 |
| Oct 2022 | $507.9K | $0 | $507.9K | 2 | 0 |
| Aug 2022 | $507.9K | $0 | $507.9K | 2 | 0 |
| Jun 2022 | $507.9K | $0 | $507.9K | 2 | 0 |
| Jun 2022 | $507.9K | $0 | $507.9K | 2 | 0 |
| May 2022 | $507.9K | $0 | $507.9K | 2 | 0 |
| Mar 2022 | $507.9K | $0 | $507.9K | 2 | 0 |
| Feb 2022 | $2.5M | $1.8M | $670K | 2 | 0 |
| Jun 2021 | $2.5M | $1.8M | $670K | 2 | 0 |
| Jan 2021 | $813.3K | $0 | $813.3K | 2 | 0 |
| Aug 2020 | $813.3K | $0 | $813.3K | 1 | 0 |
| Jul 2020 | $813.3K | $0 | $813.3K | 1 | 0 |
| Jun 2020 | $813.3K | $0 | $813.3K | 1 | 0 |
| Feb 2020 | $813.3K | $0 | $813.3K | 1 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
| Mar 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
DateOct 2023
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$507.9K
Discretionary$0
Non-Disc.$507.9K
Employees2
Clients0
DateAug 2022
Total AUM$507.9K
Discretionary$0
Non-Disc.$507.9K
Employees2
Clients0
DateJun 2022
Total AUM$507.9K
Discretionary$0
Non-Disc.$507.9K
Employees2
Clients0
DateJun 2022
Total AUM$507.9K
Discretionary$0
Non-Disc.$507.9K
Employees2
Clients0
DateMay 2022
Total AUM$507.9K
Discretionary$0
Non-Disc.$507.9K
Employees2
Clients0
DateMar 2022
Total AUM$507.9K
Discretionary$0
Non-Disc.$507.9K
Employees2
Clients0
DateFeb 2022
Total AUM$2.5M
Discretionary$1.8M
Non-Disc.$670K
Employees2
Clients0
DateJun 2021
Total AUM$2.5M
Discretionary$1.8M
Non-Disc.$670K
Employees2
Clients0
DateJan 2021
Total AUM$813.3K
Discretionary$0
Non-Disc.$813.3K
Employees2
Clients0
DateAug 2020
Total AUM$813.3K
Discretionary$0
Non-Disc.$813.3K
Employees1
Clients0
DateJul 2020
Total AUM$813.3K
Discretionary$0
Non-Disc.$813.3K
Employees1
Clients0
DateJun 2020
Total AUM$813.3K
Discretionary$0
Non-Disc.$813.3K
Employees1
Clients0
DateFeb 2020
Total AUM$813.3K
Discretionary$0
Non-Disc.$813.3K
Employees1
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0