Zions First National Bank is a large advisory firm based in Salt Lake City. It manages $92 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Utah.
Zions First National Bank provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zions First National Bank is $92 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Zions First National Bank for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Zions First National Bank performs its advisory services is located at One South Main St, Salt Lake City, UT 84133, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-594-8262 or by fax 866-800-0108. The normal business hours are 7am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.lamdirect.com.