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).

Current Firm Details
9920 Pacific Heights Blvd., Ste. 150, San Diego, CA 92121
https://www.linkedin.com/company/zenith-investmentmanagement
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $248,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, MA, MO, WA

Financial Advisors at Zenith Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jacob Chaparro, financial advisor San Diego CA
Jacob C. Chaparro
CRD#: 5677686
9920 Pacific Heights Boulevard, Ste. 150, San Diego, CA 92121

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.

2
David Fernandes, financial advisor Longmeadow MA
David F. Fernandes
CRD#: 5727745
734 Longmeadow Street, Suite 301, Longmeadow, MA 01106

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.

3
Nicholas King, financial advisor Kirkland MO
Nicholas W. King
CRD#: 5004244
Kirkland, MO

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.

4
Jonathan Hoffman, financial advisor San Diego CA
Jonathan L. Hoffman
CRD#: 7069423
9920 Pacific Heights Boulevard, Ste. 150, San Diego, CA 92121

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.

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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