AdvisorOS Directory
Claim Profile
KZ

Kimberly Anne Zajic

STEEL PEAK WEALTH MANAGEMENT, LLC·WOODLAND HILLS, California
Unclaimed Profile
21650 OXNARD STREET, WOODLAND HILLS, CA 91367CRD# 4898060Firm CRD# 165168
01

About

Kimberly Anne Zajic is a registered financial advisor based in WOODLAND HILLS, California, affiliated with STEEL PEAK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEELPEAK WEALTH, LLC
STEELPEAK WEALTH, LLC
AUM
$2.5B
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at STEELPEAK WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4898060
Firm CRD# 165168
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODLAND HILLS?

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

Browse WOODLAND HILLS 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 Kimberly Anne Zajic offer?
Kimberly Anne Zajic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Kimberly Anne Zajic's credentials?
Kimberly Anne Zajic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Anne Zajic located?
Kimberly Anne Zajic is based in WOODLAND HILLS, California, working with STEEL PEAK WEALTH MANAGEMENT, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Kimberly Anne Zajic charge for services?
Kimberly Anne Zajic'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 STEEL PEAK WEALTH MANAGEMENT, LLC?
STEEL PEAK WEALTH MANAGEMENT, LLC has approximately 46 employees and manages $2.5B 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 WOODLAND HILLS
Amit Raz Stavinsky — TAMAR SECURITIES, LLCReza Nmn Zamani — STEELPEAK WEALTH, LLCMaziar Nmn Esmailbeigi — STEELPEAK WEALTH, LLCAlireza Nmn Zamani — STEELPEAK WEALTH, LLCMarieanne Jorajuria — PROMETHEUS ACCESS ADMINISTRATOR, 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