Zenith Investment Management, LLC
Zenith Investment Management, LLC (CRD# 288565) is a financial advisory firm headquartered in San Diego, CA. They manage $66,558,882 in 268 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management67MILLION
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Total Number of Accounts268ACCOUNTS
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Average Account Value$248,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, MA, MO, WA
Jacob Chaparro (CRD# 5677686) is an Investment Advisor Representative working at Zenith Investment Management, LLC in San Diego, CA and has over 14 years of experience in the finance industry.
David Fernandes (CRD# 5727745) is an Investment Advisor Representative working at Zenith Investment Management, LLC in Longmeadow, MA and has over 12 years of experience in the finance industry.
Nicholas King (CRD# 5004244) is an Investment Advisor Representative working at Zenith Investment Management, LLC in Kirkland, MO and has over 18 years of experience in the finance industry.
Jonathan Hoffman (CRD# 7069423) is an Investment Advisor Representative working at Zenith Investment Management, LLC in San Diego, CA and has over 3 years of experience in the finance industry.