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Douglas Ira Zidel

ZIDEL FINANCIAL, INC.·BRECKENRIDGE, Colorado
ZIDEL FINANCIAL, INC.
210 S. RIDGE STREET, BRECKENRIDGE, CO 80424CRD# 1449410Firm CRD# 135047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Ira Zidel · BRECKENRIDGE, CO
Registration
CRD #1449410 · ZIDEL FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Douglas Ira Zidel is a registered financial advisor based in BRECKENRIDGE, Colorado, affiliated with ZIDEL FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ZIDEL FINANCIAL, INC.
ZIDEL FINANCIAL INC.
AUM
$141M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ZIDEL FINANCIAL, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISORS
Regulatory
SEC/IARD CRD# 1449410
Firm CRD# 135047
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Ira Zidel offer?
Douglas Ira Zidel specializes in Investment Management. Contact their office in BRECKENRIDGE, Colorado for a consultation.
What are Douglas Ira Zidel's credentials?
Douglas Ira Zidel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Ira Zidel located?
Douglas Ira Zidel is based in BRECKENRIDGE, Colorado, working with ZIDEL FINANCIAL, INC.. Their office serves clients in the BRECKENRIDGE metropolitan area and surrounding communities.
How does Douglas Ira Zidel charge for services?
Douglas Ira Zidel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZIDEL FINANCIAL, INC.?
ZIDEL FINANCIAL, INC. has approximately 1 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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