Zoda Financial, LLC
Zoda Financial, LLC (CRD# 167444) is a financial advisory firm headquartered in , . They manage $18,200,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Zoda Financial, LLC
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$337,037
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Zoda Financial, LLC
1
Robert Zoda (CRD# 1719613) is an Investment Advisor Representative working at Zoda Financial, LLC in Montgomery, TX and has over 36 years of experience in the finance industry.
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