Zak Investment Management Company, LLC

Zak Investment Management Company, LLC (CRD# 143889) is a financial advisory firm headquartered in Norfolk, VA. They manage $41,419,556 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

207 Granby Street, Suite 301, Norfolk, VA 23510

http://www.zakinvestment.com

By the Numbers

Total Assets Under Management

41

MILLION
Total Number of Accounts

44

ACCOUNTS
Average Account Value

$941,354

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Zak Investment Management Company, LLC

Showing 1 - 2 of 2 top financial advisors.

William N. Zak

CRD#: 5332037

207 Granby Street, Suite 301, Norfolk, VA 23510

William Zak (CRD# 5332037) is an Investment Advisor Representative working at Zak Investment Management Company, LLC in Norfolk, VA and has over 24 years of experience in the finance industry.

Aidis L. Zunde

CRD#: 5577600

207 Granby Street, Suite 301, Norfolk, VA 23510

Aidis Zunde (CRD# 5577600) is an Investment Advisor Representative working at Zak Investment Management Company, LLC in Norfolk, VA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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