Zai Technologies LLC

Financial planning in Thousand Oaks, CA

SEC registeredNo commissions reported

Call (424) 542-1838 Send a message Map ↗

Public-record details

Address: 1547 Warwick Ave, Thousand Oaks, CA 91360
Phone: (424) 542-1838
Listed under: Financial planning, Flat / fixed fees
CRD number: 342129
Registration: SEC registered since 2026-05-12
Compensation (Form ADV 5.E): Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning
Clients reported (Form ADV 5.D): 2
Individual / high-net-worth clients: 2 / 0
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-08

SEC registered investment adviser, CRD 342129, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 342129 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Thousand Oaks

Align Investment Advisors, LLC3317 Woodworth Ave · Thousand Oaks, CA 91362 · (805) 300-4886CRD 150501 · Performance-based fees · $2.0 million AUMState registeredNo commissions reported Buff Your Finances888 E Thousand Oaks Blvd, Suite 102 · Thousand Oaks, CA 91360 · (805) 267-9016 · Financial planningCRD 288105 · % of assets, Hourly charges, Fixed fees · $9.9 million AUMState registeredNo commissions reported Cedarstone Advisors3125 Old Conejo Road, Unit 7 · Thousand Oaks, CA 91320 · (888) 571-5582 · Financial planningCRD 172653 · % of assets, Hourly charges · $198.4 million AUMSEC registeredNo commissions reported De Groote Financial Group, LLC3013 Willow Lane · Thousand Oaks, CA 91361 · (805) 230-0111 · Financial planningCRD 168178 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Drh Investments, INC.141 Duesenberg Drive, Suite 15a · Thousand Oaks, CA 91362 · (310) 826-1740 · % of assets managedCRD 164945 · % of assets, Performance-based fees · $191.0 million AUMSEC registeredNo commissions reported Farrell Financial, INC.100 East Thousand Oaks Blvd., Suite 188 · Thousand Oaks, CA 91360 · (818) 874-4005 · Financial planningCRD 134388 · % of assets, Hourly charges, Fixed fees · $73.7 million AUMState registeredNo commissions reported Gold Coast Securities, INC.275 E. Hillcrest Drive, Suite 160-225 · Thousand Oaks, CA 91360 · (805) 496-3660 · Financial planningCRD 110925 · % of assets, Hourly charges, Fixed fees · $39.9 million AUMState registeredNo commissions reported Hillcrest Financial Group515 Marin Street, Suite 406 · Thousand Oaks, CA 91360 · (805) 373-8686 · Financial planningCRD 317862 · % of assets, Fixed fees · $567.8 million AUMSEC registeredNo commissions reported

All 16 in Thousand Oaks →