Se connecter Inscription gratuite

Zeit Capital LLC (Seattle)


Zeit Capital LLC is an adviser based in Seattle. It manages $53.65 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Washington.

Logo



Zeit Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Zeit Capital: assets under management

The assets under management (AUM) of Zeit Capital LLC is $53.65 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.25 million in discretionary accounts and $6.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $576.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $914.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zeit Capital LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Zeit Capital LLC performs its advisory services is located at 3131 Western Ave, Seattle, WA 98121, 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 206-352-5679 or by fax 206-352-5680. The normal business hours are 9:00 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.zeitcapital.com.


Registered investment advisers similar to Zeit Capital LLC