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ZAK ADVISORY, LLC
CRD 162308
19035 OLD DETROIT ROAD, SUITE 210, ROCKY RIVER, OH, 44116, United States
Phone
216-970-1904
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.0M
Discretionary AUM
$6.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $6.0M |
Official SEC filing: View on IAPD