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ZEPHYR WEALTH MANAGEMENT

Tel: (805) 496-6810
3625 E. Thousand Oaks Blvd.
Suite 145
Westlake Village, California  91362

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ZEPHYR WEALTH MANAGEMENT

ZEPHYR WEALTH MANAGEMENT is a Westlake Village, California based financial advisory firm with nearly $341,481,024 in assets under management and provides investment advisory services for 654 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

166303

SEC#:

801-118365

No. of Clients:

654

Assets under Management

$341,481,024

No. of Advisors:

7

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