← Back to searchVisit website
ZIONS CAPITAL ADVISORS, INC.
CRD 131308 · SEC 801-63287
ZIONS CAPITAL ADVISORS, ONE SOUTH MAIN ST., 12TH FLOOR, SALT LAKE CITY, UT, 84133, United States
Phone
800-608-3202
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$830.8M
Discretionary AUM
$830.8M
Team
14 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| State/municipal entities | 45 | $830.8M |
States served
AZ, CA, CO, ID, NV, OR, UT, WY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD