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ZAK ADVISORY, LLC

CRD 162308

19035 OLD DETROIT ROAD, SUITE 210, ROCKY RIVER, OH, 44116, United States

Phone

216-970-1904

Fax

Registration

— (—)

Source

State registered

Total AUM

$6.0M

Discretionary AUM

$6.0M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-03

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals29$6.0M

Official SEC filing: View on IAPD