Zuma Capital Management, LLC
Zuma Capital Management, LLC (CRD# 285162) is a financial advisory firm headquartered in Chamblee, GA. They manage $6,965,720 in 13 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts13ACCOUNTS
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Average Account Value$535,825
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA, TX
Financial Advisors at Zuma Capital Management, LLC
1
Brent Morrison (CRD# 3122472) is an Investment Advisor Representative working at Zuma Capital Management, LLC in Chamblee, GA and has 1 year of experience in the finance industry.
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