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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2017
- Office Locations
- 3
Office Locations
About Zenith Investment Management, LLC
Zenith Investment Management is a boutique RIA providing financial planning, portfolio management, and wealth services for households and organizations. The team uses a collaborative, goals- and risk-tolerance-driven process to build customized portfolios with a holistic view of client finances. Public filings indicate an ETF-centric SMA approach complemented by public funds and U.S. government bonds, with custody that includes Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACOB CRISTOBAL CHAPARRO
Advisor, Chief Compliance Officer
- CRD
- #5677686
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID FRANK FERNANDES
--
- CRD
- #5727745
JONATHAN LEE HOFFMAN
Associate
- CRD
- #7069423
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,358,295 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,358,295 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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