ZOE FINANCIAL, INC.

ZOE FINANCIAL, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 285158). Regulatory assets under management: $283.5M.

Registration

• CRD: 285158
• SEC file number: 801-117745
• Type: Registered investment adviser
• Location: 666 THIRD AVE., 6TH FLOOR, NEW YORK, NY, 10017
• Phone: 646-680-9244
• Latest filing: 2026-06-29
• Regulatory AUM: $283.5M
• Discretionary AUM: $118.2M
• Non-discretionary AUM: $165.3M
• Clients: 45
• Accounts: 2,749

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285158 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search