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
Zonka & Associates, Inc.
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts20ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Zonka & Associates, Inc.
1
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.
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