# THE FINANCIAL ZEN GROUP, INC.

THE FINANCIAL ZEN GROUP, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 282230
- Type: SEC-registered investment adviser
- SEC file number: 801-136851
- Location: 600 CALIFORNIA STREET, 11TH FLOOR, SAN FRANCISCO, CA, 94108
- Phone: (415) 792-0345
- Latest filing: 2026-07-06
- Regulatory AUM: $167.6M
- Discretionary AUM: $167.6M
- Clients: 4
- Accounts: 609

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Richard David Valenzi | OWNER, CHIEF COMPLIANCE OFFICER; OWNER, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282230/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282230/similar
- Related entities: https://search.stillhousedata.com/firm/282230/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282230

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.