Zak Advisory, LLC

Zak Advisory, LLC (CRD# 162308) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,450,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $61,250
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Zak Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank J. Zak
CRD#: 1613375
955 West St. Clair Ave., Suite 205, Cleveland, OH 44113
93
Wealthminder
score

Frank Zak (CRD# 1613375) is an Investment Advisor Representative working at Zak Advisory, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.

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