# ZINVEST FINANCIAL SERVICE LLC

ZINVEST FINANCIAL SERVICE LLC of ANAHEIM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 297563
- Type: SEC-registered investment adviser
- SEC file number: 801-117145
- Location: 2400 EAST KATELLA AVE., SUITE 725A, ANAHEIM, CA, 92806
- Phone: 949-309-2386
- Latest filing: 2023-10-31
- Regulatory AUM: $23.5M
- Discretionary AUM: $23.5M
- Clients: 3
- Accounts: 924

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [SMITH BRUCE JOHN](https://search.stillhousedata.com/person/759140) | CHIEF COMPLIANCE OFFICER | — |
| [COOK CHRISTOPHER JOSEPH](https://search.stillhousedata.com/person/770561) | CHIEF COMPLIANCE OFFICER | — |
| [PECZON WALTER MARTIN](https://search.stillhousedata.com/person/781680) | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| [Song Bingshan NMN](https://search.stillhousedata.com/person/848939) | CEO | — |
| [MACGREGOR JOHN ROUSE](https://search.stillhousedata.com/person/848940) | CCO | — |
| [Hu Tao](https://search.stillhousedata.com/person/848941) | OWNER | — |
| [Li Minghuang](https://search.stillhousedata.com/person/848942) | OWNER | — |
| [TAI TONY CHUANSEN](https://search.stillhousedata.com/person/855657) | CCO AND CHIEF OPERATING OFFICER | — |
| [CHEN YE](https://search.stillhousedata.com/person/860883) | CCO AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297563/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297563/similar
- Related entities: https://search.stillhousedata.com/firm/297563/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297563

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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.