Company Overview
- Headquarters
- 3625 E THOUSAND OAKS BLVD, Thousand Oaks CA
- Website
- zephyrim.com
- Employees
- 6
- Founded in
- 1997
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Zephyr Investment Management
Zephyr Investment Management is an independent Registered Investment Advisor located in Thousand Oaks, California. Employing six individuals, the firm generates approximately $2.5 million in annual revenue. Zephyr Investment Management specializes in providing financial planning and investment strategies tailored to individuals, families, women, successful business owners, and professionals. Their approach focuses on helping clients actively engage in managing their wealth and achieving their financial goals. The firm distinguishes itself through its proprietary Business Cycle Asset Management strategy, designed to enhance client wealth while mitigating the risks associated with market volatility. Zephyr Investment Management emphasizes risk management and discipline to help clients navigate market fluctuations and preserve their investments. Clients seeking to connect with Zephyr Investment Management can visit their website at zephyrim.com. Securities and Advisory Services are offered through FSC Securities Corporation, Member FINRA/SIPC. Additional advisory services are provided by Zephyr Investment Management, a registered investment advisor not affiliated with FSC Securities Corporation.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |