Zidel Financial Inc.
Zidel Financial Inc. (CRD# 135047) is a financial advisory firm headquartered in Breckenridge, CO. They manage $111,604,597 in 364 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management112MILLION
-
Total Number of Accounts364ACCOUNTS
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Average Account Value$306,606
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, NY, TX
Financial Advisors at Zidel Financial Inc.
1
Andria Pyn (CRD# 6639890) is an Investment Advisor Representative working at Zidel Financial Inc. in Breckenridge, CO and has over 6 years of experience in the finance industry.
2
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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