Zenith Advisory Group, LLC

Zenith Advisory Group, LLC (CRD# 321689) is a financial advisory firm headquartered in The Villages, FL. They manage $26,344,402 in 234 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1068 Lake Sumter Landing, The Villages, FL 32162
https://www.zenith-advisor.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $112,583
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, OH

Financial Advisors at Zenith Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Todd Lietz, financial advisor The Villages FL
Todd J. Lietz
CRD#: 7825585
1068 Lake Sumter Landing, The Villages, FL 32162

Todd Lietz (CRD# 7825585) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in The Villages, FL and has 1 year 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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