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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Zephyr Investment Management
Showing 1 - 1 of 1 top financial advisors.
Marsha L. Roubidoux
CRD#: 1266597
3625 E. Thousand Oaks Blvd., Suite 145, Westlake Village, CA 91362

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.