Zone Capital, Inc. is a large advisory firm based in Las Vegas. It manages $48 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001.
Zone Capital provides portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing 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 Zone Capital, Inc. is $48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Zone Capital, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Zone Capital, Inc. performs its advisory services is located at 7251 West Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, 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 702-562-4330 or by fax 702-562-4331. The normal business hours are 830-430 pst on Monday - Friday. You can find more information about the New York firm at www.zonecapital.com.