$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
19035 OLD Detroit Road Suite 210 Rocky River OH
About ZAK Advisory, LLC
Zak Advisory, LLC is an Ohio-based registered investment adviser serving retail clients, with insurance-related services alongside investment advisory. Portfolios are primarily implemented with ETFs, complemented by mutual funds and fixed income. The firm reports custody relationships including Charles Schwab.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$208.5K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
F
FRANK JAY ZAK
Chief Compliance Officer, Chief Investment Officer, President, Registered Representative
- CRD
- #1613375
- Ownership
- 75% or more
Available
Available
Available
R
REBECCA BUGAJ ZAK
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,047,863 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,047,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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