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Building 2ZENITH ADVISORY GROUP, LLC

Map pinTHE VILLAGES, FL
Phone352-282-0810
NotebookSEC #801-135252
Total AUM
$115.4M
Employees
4
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1068 LAKE SUMTER LANDING
THE VILLAGES
FL 32162
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
352-282-0810
Other Offices
1

ReceiptFinancials

Total AUM
$115.4M
Accounts
706
Discretionary
$115.4M
Accounts
706
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$43.9M
HNW Individual Clients
25
AUM
$71.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAOH

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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