ZIONS CAPITAL ADVISORS, INC.

SALT LAKE CITY, Utah·8 registered advisors·CRD# 131308
SEC# 801-632871800-608-3202
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Wealth Management
04

Advisors at ZIONS CAPITAL ADVISORS, INC.

8 registered advisors
Anthony Gino Valeri
SALT LAKE CITY, Utah
CFA
Chad Jeffery Oviatt
SALT LAKE CITY, Utah
David Norris Warne
SALT LAKE CITY, Utah
Jennifer Kyle Hash
SALT LAKE CITY, Utah
Julianne Cruz
SALT LAKE CITY, Utah
Lincoln Earl Taylor
SALT LAKE CITY, Utah
Russell Warren Price
SAN FRANCISCO, California
Scott Raymond Burnett
SALT LAKE CITY, Utah
05

Office Locations

SALT LAKE CITY, Utah
7 advisors
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. ZIONS CAPITAL ADVISORS, INC. (CRD# 131308) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.