Company Overview
- Headquarters
- 3562 Round Barn Circle Suite 300, Santa Rosa CA
- Website
- zrcwm.com
- Phone
- (414) 271-1444
- Employees
- 9
- Founded in
- 1999
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 523920 CompaniesNAICS Code 52392 CompaniesNAICS Code 524 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 621 Companies
Financials & Stats
Revenue
$37,000B
Who is ZRC Wealth Management
ZRC Wealth Management is a Registered Investment Advisor based in the San Francisco Bay Area. The firm is privately held and employs 9 people. ZRC Wealth Management serves discerning investors across the United States and internationally. They specialize in helping individuals, families, and company retirement plans manage and grow their wealth. ZRC manages nearly $500 million in assets for 200 clients. The firm's investment strategy focuses on providing clients with proven asset management expertise, diversification, and liquidity. ZRC is a fiduciary and fee-only firm, meaning they place their clients' interests above all else. To learn more about ZRC Wealth Management, visit their website at zrcwm.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10,000M | 20 | New York, NY | 2009 | |
| 1,200M | 2 | New York, NY | 2006 | |
| 1,000M | 37 | 2016 | ||
| 1,000M | 29 | 1989 | ||
| 1,000M | 201 | 1964 |