Zoe Financial, Inc.
Zoe Financial, Inc. is an SEC-registered mass-market adviser in New York, NY with $283.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Zoe Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285158, SEC 801-117745, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $283.5M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 45
- Clients
- 1,608
- CRD
- 285158
- Ownership
- GARCIA, ANDRES, DANIEL; ARMSTRONG, ANDY, JOHN; Smith, Cameron; GAUR, RAJESH; SAGEVIEW III (A), L.P.
How much AUM does Zoe Financial, Inc. have?
Zoe Financial, Inc. reported $283.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Zoe Financial, Inc.?
Disclosed owners and executives of Zoe Financial, Inc. include GARCIA, ANDRES, DANIEL, ARMSTRONG, ANDY, JOHN, Smith, Cameron, GAUR, RAJESH, SAGEVIEW III (A), L.P.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.