Financial Zen
Financial Zen (CRD# 282230) is a financial advisory firm headquartered in San Francisco, CA. They manage $62,662,852 in 344 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management63MILLION
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Total Number of Accounts344ACCOUNTS
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Average Account Value$182,159
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Financial Zen
1
Richard Valenzi (CRD# 3081032) is an Investment Advisor Representative working at Financial Zen in San Francisco, CA and has over 15 years of experience in the finance industry.
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