Updated:
Zion Financial Planning
ZION FINANCIAL PLANNING, LLC is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
ZION FINANCIAL PLANNING, LLC is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs day-to-day operations at Zion Financial Planning?
No named principals have been identified from currently available public sources. The firm's record contains no SEC filings, press releases, or media profiles surfaced as of the latest review.
Where does the firm's underlying capital come from?
If the firm functions as a standard RIA, client capital originates from individual retirees, professionals, and business owners in the advisor's local or regional market. No single wealth-origin event, such as a liquidity event or inheritance, has been publicly linked to the firm.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: