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ZAK INVESTMENT MANAGEMENT COMPANY, LLC
CRD 143889 · SEC 801-67909
207 GRANBY STREET, SUITE 301, NORFOLK, VA, 23510, United States
Phone
757-227-5600
Fax
757-227-5673
Registration
— (—)
Source
State registered
Total AUM
$50.5M
Discretionary AUM
$50.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.9M |
| High net worth individuals | 10 | $45.4M |
All web addresses on file
Official SEC filing: View on IAPD