Zidel Financial Inc.

Zidel Financial Inc. (CRD# 135047) is a financial advisory firm headquartered in Frisco, CO. They manage $45,248,000 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $258,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CO, FL, NY

Financial Advisors at Zidel Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Zidel
CRD#: 1449410
211 E. Main St.,unit 3, Frisco, CO 80443
98
Wealthminder
score
Douglas Zidel (CRD# 1449410) is an Investment Advisor Representative working at Zidel Financial Inc. in Frisco, CO and has over 30 years of experience in the finance industry.
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