Afshin Zarkoub is a registered investment advisor at Azm Financial, based in Foster, CA, with 21 years of industry experience. Afshin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 24 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Foster, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Afshin is the owner of Interbank Finance Mortgage Company, dedicating a few hours per week. He also spends a few hours per week on insurance-related activities.
Employment History
Current Registrations
Azm Financial
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Securities, INC.Broker
Nylife Securities INC.Broker
Interfirst Capital CorporationBroker
Baraban Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.