ZENITH ADVISORY GROUP, LLC
Total AUM
$115.4M
Employees
4Clients
186Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1068 LAKE SUMTER LANDING
THE VILLAGES
FL 32162
United States
THE VILLAGES
FL 32162
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
352-282-0810
Other Offices
1
Financials
Total AUM
$115.4M
Accounts
706Discretionary
$115.4M
Accounts
706Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
161AUM
$43.9M
HNW Individual Clients
25AUM
$71.6M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
FLLAOH
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.