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Zega Financial, LLC Info

Zega Financial, LLC info

Zega Financial, LLC (SEC CIK 1610186) first filed with the SEC on 2024-02-14 (Form 13F-HR) and has filed 4 times since, including 4 Form 13F-HR quarterly holdings reports. It is organized in NE and registered at 3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410.

  • Name: Value Zega Financial, LLC.
  • SEC CIK: Value 1610186.
  • State of organization: Value NE.
  • Business address: Value 3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameZega Financial, LLC
SEC CIK1610186
State of organizationNE
Business address3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410
Mailing address3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410
Phone443-288-6444
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-02-14 (Form 13F-HR)
Latest SEC filing2024-11-14 (Form 13F-HR)
Filings on EDGAR4
First Form 13F-HR2024-02-14 (quarter ended 2023-12-31)
Latest Form 13F-HR2024-11-14 (quarter ended 2024-09-30)
Form 13F-HR filings4

Filings by Form

FormFilingsLatest
13F-HR42024-11-14

Filings by Year

YearFilingsForm 13F-HR
202444

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