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ZEGA INVESTMENTS
ZEGA INVESTMENTS
PALM BEACH GARDENS, Florida
·
1 registered advisor
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CRD# 330428
SEC# 801-130244
0
800.380.9342
01
Firm Overview
AUM
$508M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ZEGA INVESTMENTS
1 registered advisor
Jim Granger
PALM BEACH GARDENS, Florida
CRD# 7452105
05
Office Locations
PALM BEACH GARDENS, Florida
1 advisor
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Data sourced from SEC Form ADV filings. ZEGA INVESTMENTS (CRD# 330428) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.