Zak Investment Management Company, LLC

Zak Investment Management Company, LLC (CRD# 143889) is a financial advisory firm headquartered in Norfolk, VA. They manage $29,538,318 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $509,281
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
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.

NC, VA

Financial Advisors at Zak Investment Management Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William N. Zak
CRD#: 5332037
142 West York Street, Suite 614, Norfolk, VA 23510
96
Wealthminder
score

William Zak (CRD# 5332037) is an Investment Advisor Representative working at Zak Investment Management Company, LLC in Norfolk, VA and has over 16 years of experience in the finance industry.

2
Aidis L. Zunde
CRD#: 5577600
142 West York Street, Suite 614, Norfolk, VA 23510
93
Wealthminder
score

Aidis Zunde (CRD# 5577600) is an Investment Advisor Representative working at Zak Investment Management Company, LLC in Norfolk, VA and has over 8 years of experience in the finance industry.

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