Zone Investment Management, LLC

Zone Investment Management, LLC (CRD# 314086) is a financial advisory firm headquartered in , . They manage $15,232,622 in 62 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $245,687
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, IL, NC, TX

Financial Advisors at Zone Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Zotto, financial advisor Tampa FL
Michael P. Zotto
CRD#: 3037747
1646 W Snow Ave, Tampa, FL 33606

Michael Zotto (CRD# 3037747) is an Investment Advisor Representative working at Zone Investment Management, LLC in Tampa, FL and has over 26 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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