Z
$115.4M Total AUM
$115.4M Disc. AUM
-- 3Y CAGR
4 Employees
186 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2022
- Office Locations
- 1
Office Locations
1068 Lake Sumter Landing THE Villages FL
About Zenith Advisory Group, LLC
Zenith Advisory Group, LLC is a Florida-based, retirement-focused advisory firm serving families and a dedicated firefighter audience. The team offers flat-fee financial planning with coordinated tax (CPA), insurance, and estate planning partners, alongside investment management primarily using ETF and mutual-fund portfolios. Custodied at Charles Schwab.
Team overview
39 AVG AGE
$57.7M AVG AUM / ADVISOR
$620.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Krystal L Dale
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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T
Todd John Lietz
Advisor
- CRD
- #7825585
Available
Available
Available
BART ALAN PATTERSON
Investment Advisor
- CRD
- #5923711
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,437,420 | $163,509 |
| Non-Discretionary | $0 | -- |
| Total | $115,437,420 | $163,509 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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