$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
3 Employees
42 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-2019
- Office Locations
- 1
Office Locations
9753 Crosspoint Blvd Suite 220 Indianapolis IN
About Zaki Financial LLC
Zaki Financial LLC is a Indianapolis-based RIA. The firm has been operating for 7 years. Managing $7.1M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$168.6K AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
Ahmad Rami Saltagi
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6990973
- Ownership
- 75% or more
Available
Available
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A
Ali Belal Saltagi
--
- CRD
- #7935030
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,079,691 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,079,691 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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