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
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts234ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, OH
Financial Advisors at Zenith Advisory Group, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.