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- Custodian
- LPL Financial ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-2016
- Office Locations
- 1
Office Locations
About Zonka & Associates, Inc.
Zonka Feedback is a CX/VoC analytics platform that unifies survey, ticket, chat, review, and app-store feedback into a centralized repository and uses thematic analysis, sentiment/impact scoring, and agentic AI to surface root causes and recommended actions. Role-based dashboards and alerts tie themes to NPS/CSAT/CES, retention, and churn. Integrates with tools like Salesforce and Zendesk; supports GDPR, HIPAA, and ISO 27001.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MILO MATTHEW ZONKA
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4024273
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,755,794 | -- |
| Non-Discretionary | $2,526,247 | -- |
| Total | $28,282,041 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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