Zephyr Investment Management
Zephyr Investment Management (CRD# 166303) is a financial advisory firm headquartered in Westlake Village, CA. They manage $76,341,516 in 377 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts377ACCOUNTS
Average Account Value$202,497
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Marsha Roubidoux (CRD# 1266597) is an Investment Advisor Representative working at Zephyr Investment Management in Westlake Village, CA and has over 21 years of experience in the finance industry. Marsha Roubidoux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.