Z
$13.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
7655 Highland RD Suite 203 Waterford MI
About Z Advisory Innovations
Z Advisory Innovations is a Waterford-based RIA. The firm has been operating for 2 years. Managing $13.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$276.4K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID ROBERT ZOELLNER SR
Chief Executive Officer, Managing Member
- CRD
- #2094698
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DAVID ROBERT ZOELLNER JR
--
- CRD
- #6899917
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,543,614 | -- |
| Total | $13,543,614 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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