Zeo Capital Advisors, LLC
Zeo Capital Advisors, LLC (CRD# 150783) is a financial advisory firm headquartered in San Francisco, CA. They manage $256,541,509 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management257MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$19,733,962
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
Bradford Cook (CRD# 5184190) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Venkatesh Reddy (CRD# 2520793) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.