ZEPHYR INVESTMENT MANAGEMENT, INC.

ZEPHYR WEALTH MANAGEMENT
WESTLAKE VILLAGE, California·1 registered advisor·CRD# 166303
SEC# 801-1183651(805) 496-6810
01

Firm Overview

AUM
$341M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ZEPHYR INVESTMENT MANAGEMENT, INC.

1 registered advisor
Cheryl Ann Munoz
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
1 advisor

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Data sourced from SEC Form ADV filings. ZEPHYR INVESTMENT MANAGEMENT, INC. (CRD# 166303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.