A complete list of active advisors currently associated with Zapa Investing LLC
Warmer can help you find a great advisor at Zapa Investing LLC or one who fits your needs even better.
Zapa Investing LLC is a California-registered investment adviser that offers non-discretionary portfolio management to individuals, families, and small businesses. Its advice is generally limited to exchange-traded funds, mutual funds, individual equities and bonds, and cash equivalents, with ongoing monitoring and periodic asset-allocation reviews. The firm employs fundamental and macroeconomic analysis along with asset-allocation modeling to build diversified, long-term portfolios tailored to each client’s risk tolerance, time horizon, and objectives. Because Zapa Investing does not accept discretionary authority, it provides continuous supervisory services but requires client approval before trades are executed. The brochure is an initial filing and reports $0 in assets under management, reflecting a newly established advisory practice rather than an experienced institutional or pooled-vehicle manager. The filing also discloses that certain supervised persons engage in outside business activities, including real estate sales and non-investment small-business operations (described in the Part 2B), which the firm says it will disclose and manage; the brochure further states that the firm and its supervised persons do not accept commissions for the sale of securities in connection with its advisory services.
To learn more about the advisors currently working at Zapa Investing LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Mateo, CA
| 0
|
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