Z
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
20 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
-- NEW York NY
About ZIK, LLC
ZIK, LLC is an independent, fee-only investment adviser registered in New York, providing straightforward investment advice and financial planning for individuals. The firm builds portfolios based on clients’ income needs, time horizon, and risk tolerance, using diversified ETF strategies or individual stocks and bonds. Offers separately managed ETF portfolios; led by President Ram Yariv and custody via Interactive Brokers.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
20.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAM YARIV
President, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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