ZOE FINANCIAL, INC.

CRD 285158 · SEC 801-117745

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666 THIRD AVE., 6TH FLOOR, NEW YORK, NY, 10017, United States

Phone

646-680-9244

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$283.5M

Discretionary AUM

$118.2M

Team

45 total employees; 2 advisory reps; 20538 broker-dealer reps

Clients

Fees

Percentage of AUM; REFERRAL; PLATFORM, SUB-ADVISOR, MODEL MRKTPLACE FEES

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersREFERRAL SERVICE

Client types

Type	Clients	AUM
Individuals	1579	$194.5M
High net worth individuals	29	$88.9M
Other investment advisers	81	$0

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://findanadvisor.com/
https://www.instagram.com/zoefinancial/?hl=en
HTTPS://TWITTER.COM/ZOEFINANCIAL?LANG=EN
HTTPS://ZOEFIN.COM
https://www.linkedin.com/company/zoe-financial-inc./
https://www.facebook.com/zoefinofficial/
https://zoefinancial.com/
https://x.com/ZoeFinancial

Official SEC filing: View on IAPD