Statements (56)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Wealth_Management
|
| gptkbp:client_base |
High Net Worth Individuals
Institutional Investors |
| gptkbp:employs |
Financial Analysts
Compliance Officers Client Relationship Managers |
| gptkbp:founded_in |
gptkb:2000
|
| gptkbp:has |
Investment Advisors
Certified Financial Planners |
| gptkbp:has_awards |
Best Places to Work
Top Wealth Management Firms |
| gptkbp:has_experience_in |
gptkb:Risk_Management
Market Analysis Investment Strategies |
| gptkbp:has_location |
Multiple Offices in the Western United States
|
| gptkbp:has_partnerships_with |
Various Financial Institutions
|
| gptkbp:has_technology |
gptkb:Accounting_Software
Portfolio Management Tools Client Relationship Management Systems |
| gptkbp:has_website |
www.zionswealthadvisors.com
|
| gptkbp:headquartered_in |
gptkb:Salt_Lake_City,_Utah
|
| https://www.w3.org/2000/01/rdf-schema#label |
Zions Wealth Advisors
|
| gptkbp:investment |
gptkb:Risk_Management
Diversification Long-Term Growth |
| gptkbp:is_active_in |
gptkb:Community_Engagement
gptkb:Philanthropy Financial Education Programs |
| gptkbp:is_involved_in |
gptkb:market_research
Investment Education Client Workshops |
| gptkbp:is_known_for |
Client-Centric Approach
Comprehensive Financial Services Personalized Wealth Management Solutions |
| gptkbp:is_subject_to |
Compliance Requirements
Regulatory Oversight |
| gptkbp:offers |
gptkb:Asset_Management
gptkb:Risk_Management Estate Planning Retirement Planning Tax Planning Wealth Transfer Strategies |
| gptkbp:owned_by |
gptkb:Zions_Bancorporation
|
| gptkbp:part_of |
gptkb:Zions_Bancorporation
|
| gptkbp:provides |
Financial Planning Services
Investment Management Services |
| gptkbp:registration |
gptkb:FINRA
gptkb:SEC |
| gptkbp:serves |
gptkb:Individuals
Businesses Families |
| gptkbp:testimonials |
Positive Feedback
Long-Term Relationships Trust and Reliability |
| gptkbp:bfsParent |
gptkb:Zions_Bank
|
| gptkbp:bfsLayer |
5
|