Zidel Financial, Inc.
● SEC registered since 2022CRD 135047SEC# 801-123333Breckenridge, CO
Reg. AUM
$159.6M
Employees
1
Accounts
331
Location
Breckenridge, CO
About Zidel Financial
Zidel Financial is a registered investment adviser offering planning, investment management, estate, retirement, and tax planning coordination. The firm works alongside clients' tax and legal professionals rather than providing tax or legal advice itself.
Summary based on the firm’s website.
Zidel Financial, Inc. assets under management
Zidel Financial, Inc. is a registered investment adviser overseen by the SEC based in Breckenridge, CO. The firm has been registered since 2022. It reports $159.6 million in regulatory assets under management and employs 1 people.
Zidel Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas IRA Zidel Control | President/Cco | Over 75% | 1994 |
Frequently asked questions
How much does Zidel Financial, Inc. manage?
Zidel Financial, Inc. reports $159.6 million in regulatory assets under management on its Form ADV.
How many employees does Zidel Financial, Inc. have?
Zidel Financial, Inc. reports 1 employees.
Where is Zidel Financial, Inc. located?
Zidel Financial, Inc. is based in Breckenridge, CO and has been SEC-registered since 2022.
Does Zidel Financial, Inc. disclose fund performance?
Zidel Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 210 S. Ridge Street, Breckenridge, CO 80424 |
| Phone | 970-409-4466 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$159.6M▲ 11%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$159.6Mregulatory AUM
Discretionary $159.6M