THE FINANCIAL ZEN GROUP, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 282230). Regulatory assets under management: $167.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Richard David Valenzi | OWNER, CHIEF COMPLIANCE OFFICER; OWNER, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |