A complete list of active advisors currently associated with Zen Trading LLC
Warmer can help you find a great advisor at Zen Trading LLC or one who fits your needs even better.
Zen Trading provides discretionary portfolio management and investment advice to high‑net-worth individuals through separately managed accounts, advising on ETFs, exchange‑listed and foreign securities, options and other instruments. The firm reported approximately $2.05 million in discretionary assets under management across five clients. The firm combines charting/technical analysis with fundamental research and uses both long‑ and short‑term strategies, including short sales, options and margin, while generally avoiding market timing and tailoring portfolios to each client’s objectives and restrictions. Accounts are actively monitored with periodic reviews and clients may impose reasonable investment limitations. Noteworthy elements in the brochure include an affiliation with another registered investment adviser: a managing member is also an owner and licensed investment adviser representative with Serene Growth Partners, and that relationship is disclosed along with equity compensation there. Zen Trading also offers performance‑based fee arrangements subject to high‑water‑mark and tiered thresholds available only to qualified clients, and the brochure describes controls intended to address the conflicts those features can create.
To learn more about the advisors currently working at Zen Trading LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 8
|
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