Zonka & Associates, Inc.

Zonka & Associates, Inc. (CRD# 282914) is a financial advisory firm headquartered in , . They manage $23,378,039 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,168,902
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Zonka & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Milo Zonka, financial advisor Indialantic FL
Milo M. Zonka
CRD#: 4024273
Indialantic, FL

Milo Zonka (CRD# 4024273) is an Investment Advisor Representative working at Zonka & Associates, Inc. in Indialantic, FL and has over 24 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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