Zidel Financial Inc.
Zidel Financial Inc. is an SEC-registered wealth manager in Breckenridge, CO with $159.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Zidel Financial Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135047, SEC 801-123333, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $159.6M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Breckenridge, CO
- Employees
- 1
- Clients
- 135
- CRD
- 135047
- Ownership
- ZIDEL, DOUGLAS, IRA
How much AUM does Zidel Financial Inc. have?
Zidel Financial Inc. reported $159.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Zidel Financial Inc.?
Disclosed owners and executives of Zidel Financial Inc. include ZIDEL, DOUGLAS, IRA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.