ZEGA FINANCIAL, LLC

PALM BEACH GARDENS, Florida·3 registered advisors·CRD# 156803
SEC# 801-787235800-380-9342
01

Firm Overview

AUM
$4.5B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at ZEGA FINANCIAL, LLC

3 registered advisors
John Alexander Pestrichelli
PALM BEACH GARDENS, Florida
Michael Mark Brokaw
PALM BEACH GARDENS, Florida
Michael Sean Mcgrath
PALM BEACH GARDENS, Florida
05

Office Locations

PALM BEACH GARDENS, Florida
3 advisors

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Data sourced from SEC Form ADV filings. ZEGA FINANCIAL, LLC (CRD# 156803) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.