ZEPHYR INVESTMENT MANAGEMENT

WESTLAKE VILLAGE, California·2 registered advisors·CRD# 108020
SEC# 801-55289805-496-6810
01

Firm Overview

AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ZEPHYR INVESTMENT MANAGEMENT

2 registered advisors
Marsha Lynn Roubidoux
WESTLAKE VILLAGE, California
Peter James Nolan
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
2 advisors

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Data sourced from SEC Form ADV filings. ZEPHYR INVESTMENT MANAGEMENT (CRD# 108020) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.