RIA Intel›Advisers›California›THE FINANCIAL ZEN GROUP, INC.

THE FINANCIAL ZEN GROUP, INC.

Advisory

SAN FRANCISCO, CA

Data as of Jul 6, 2026 · Source: SEC Form ADV

Total AUM

$168M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$168M

Discretionary AUM$168M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on THE FINANCIAL ZEN GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.