Unclaimed Profile

Cheryl Ann Munoz

ZEPHYR INVESTMENT MANAGEMENT, INC.·WESTLAKE VILLAGE, California

Clean recordZEPHYR INVESTMENT MANAGEMENT, INC.

3625 E. THOUSAND OAKS BLVD., WESTLAKE VILLAGE, CA 91362CRD# 3136964Firm CRD# 166303

Profile Verification

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

Identity

Cheryl Ann Munoz · WESTLAKE VILLAGE, CA

Registration

CRD #3136964 · ZEPHYR INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cheryl Ann Munoz is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with ZEPHYR INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ZEPHYR INVESTMENT MANAGEMENT, INC.

ZEPHYR WEALTH MANAGEMENT

AUM

$341M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZEPHYR INVESTMENT MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3136964

Firm CRD# 166303

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cheryl Ann Munoz offer?

Cheryl Ann Munoz specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Cheryl Ann Munoz's credentials?

Cheryl Ann Munoz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Ann Munoz located?

Cheryl Ann Munoz is based in WESTLAKE VILLAGE, California, working with ZEPHYR INVESTMENT MANAGEMENT, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Cheryl Ann Munoz charge for services?

Cheryl Ann Munoz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEPHYR INVESTMENT MANAGEMENT, INC.?

ZEPHYR INVESTMENT MANAGEMENT, INC. has approximately 7 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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