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FINANCIAL ZEN
THE FINANCIAL ZEN GROUP, INC.
CRD 282230
600 CALIFORNIA STREET, 11TH FLOOR, SAN FRANCISCO, CA, 94108, United States
Phone
(415) 792-0345
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$149.5M
Discretionary AUM
$149.5M
Team
4 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $34.7M |
| High net worth individuals | 34 | $114.8M |
All web addresses on file
Official SEC filing: View on IAPD