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Zofingen Private Wealth

EST. AUM
$2,000,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website zofingenpwm.com
Client types

Overview

Zofingen Private Wealth (ZPW) is a fee-based registered investment advisory firm serving individual and institutional clients, including multi-family offices and business owners. The firm provides comprehensive advice and execution across private wealth management, investment banking, and institutional trading. With over $2 billion in assets under management, Zofingen takes a multi-generational approach to wealth, incorporating asset tax planning, estate planning, risk mitigation, and family governance into its client relationships.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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