AdvisorOS Directory
Claim Profile
TH

Tao Hu

ZINVEST FINANCIAL SERVICE LLC·ANAHEIM, California
Unclaimed Profile
2400 EAST KATELLA AVE., ANAHEIM, CA 92806CRD# 6861026Firm CRD# 297563
01

About

Tao Hu is a registered financial advisor based in ANAHEIM, California, affiliated with ZINVEST FINANCIAL SERVICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ZINVEST FINANCIAL SERVICE LLC
ZINVEST FINANCIAL SERVICE LLC
AUM
$24M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ZINVEST FINANCIAL SERVICE LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6861026
Firm CRD# 297563
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ANAHEIM?

Browse all registered financial advisors in ANAHEIM, California or claim this profile if it's yours.

Browse ANAHEIM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tao Hu offer?
Tao Hu specializes in Investment Management. Contact their office in ANAHEIM, California for a consultation.
What are Tao Hu's credentials?
Tao Hu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tao Hu located?
Tao Hu is based in ANAHEIM, California, working with ZINVEST FINANCIAL SERVICE LLC. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.
How does Tao Hu charge for services?
Tao Hu's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZINVEST FINANCIAL SERVICE LLC?
ZINVEST FINANCIAL SERVICE LLC has approximately 3 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ANAHEIM
Cindy Law — WESCOM FINANCIAL SERVICES, LLCRobert D. Chatterton — CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.Tami J. Mehlbrandt — CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.Jack Brunson Keeter — JACK KEETER & ASSOCIATES, INC.Keith Brian Pipes — WESCOM FINANCIAL SERVICES, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile