← Back to searchVisit website
ZIDEL FINANCIAL INC.
ZIDEL FINANCIAL, INC.
CRD 135047 · SEC 801-123333
210 S. RIDGE STREET, BRECKENRIDGE, CO, 80424, United States
Phone
970-409-4466
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.6M
Discretionary AUM
$159.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $14.0M |
| High net worth individuals | 44 | $143.8M |
| Corporations/business entities | 7 | $1.9M |
States served
CA, CO, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD