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Zephyr Investment Management Share
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Westlake Village, California
$154.5 million AUM
1 office

Zephyr Investment Management is based in Westlake Village, California and has $154.5 million in assets under management.

Location
3625 E. Thousand Oaks Boulevard
Suite 145
Westlake Village, CA 91362
$154.5 million
AUM
4
Employees
AUM Share
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$154,498,188
Assets under management
333 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 132 $37,928,532 25% $287,337
High net worth individuals 21 $41,159,753 27% $1,959,988
Pension and profit sharing plans 10 $75,409,903 49% $7,540,990
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$154,498,188
Assets under management
$38,624,547
AUM per employee
$38,624,547
AUM per investment analyst
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Compensation

Zephyr Investment Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Zephyr Investment Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 166,303
SEC number 801-118365
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 03, 2020

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