← Tributary

ZIDEL FINANCIAL INC.

BRECKENRIDGE, CO · CRD 135047 · IAPD ↗ · zidelfinancial.com · 970-409-4466

$159.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — ZIDEL FINANCIAL INC. reported RAUM up 26% ($111.6M -> $140.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.