ZINVEST FINANCIAL SERVICE LLC
  • ZINVEST FINANCIAL SERVICE LLC
  • JUNIOR CHINA FINANCIAL SERVICES
  • ZINVEST FINANCIAL SERVICE, LLC
  • JUNIORCHINA FINANCIAL SERVICE LLC

Adviser Profile

As of Date 12/03/2023
Registration status Terminated
ADV Location ANAHEIM, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 23,543,616 4536%
of that, discretionary 23,543,616 100%
Number of Employees 3 50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 25,480
% High Net Worth 0.11% -96%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

24M 20M 17M 13M 10M 7M 3M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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