Unclaimed Profile

Lindsay Mace Joost

ZEO CAPITAL ADVISORS, LLC·SAN FRANCISCO, California

Clean recordZEO CAPITAL ADVISORS, LLC

1 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 5776632Firm CRD# 150783

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lindsay Mace Joost · SAN FRANCISCO, CA

Registration

CRD #5776632 · ZEO CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lindsay Mace Joost is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ZEO CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ZEO CAPITAL ADVISORS, LLC

AUM

$239M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZEO CAPITAL ADVISORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5776632

Firm CRD# 150783

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lindsay Mace Joost offer?

Lindsay Mace Joost specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Lindsay Mace Joost's credentials?

Lindsay Mace Joost is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsay Mace Joost located?

Lindsay Mace Joost is based in SAN FRANCISCO, California, working with ZEO CAPITAL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Lindsay Mace Joost charge for services?

Lindsay Mace Joost's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEO CAPITAL ADVISORS, LLC?

ZEO CAPITAL ADVISORS, LLC has approximately 6 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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