FINANCIAL ZEN
  • FINANCIAL ZEN
  • VALENZI, RICHARD DAVID
  • THE FINANCIAL ZEN GROUP, INC.
  • THE FINANCIAL ZEN GROUP
  • RICHARD DAVID VALENZI

Adviser Profile

As of Date 09/02/2026
Registration SEC, Approved, 07/22/2026
Other registrations (4)
Former registrations

THE FINANCIAL ZEN GROUP, INC.

ADV Location SAN FRANCISCO, CA, United States
Contact Info (41 xxxxxxx
Websites
AUM* 167,610,372
of that, discretionary 167,610,372
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 275,222
% High Net Worth 35.51%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees