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ZENITH INVESTMENT MANAGEMENT, LLC
CRD 288565
7702 E DOUBLETREE RANCH RD., SUITE 300, SCOTTSDALE, AZ, 85258, United States
Phone
858-716-8500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.4M
Discretionary AUM
$82.4M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $24.0M |
| High net worth individuals | 29 | $53.8M |
| Pooled investment vehicles | 1 | $4.6M |
All web addresses on file
- https://www.linkedin.com/company/zenith-investmentmanagement
- https://www.youtube.com/channel/UCzS1D9iDF5Qa73WHEOwSoW
- https://www.instagram.com/zenith_i_m/?hl=en
- HTTPS://WWW.ZENITHIM.COM
- https://www.facebook.com/zenithim/
- https://www.linkedin.com/in/jacob-chaparro-130458133
- https://www.linkedin.com/in/dfernandescrpc
- https://www.linkedin.com/in/jonathan-hoffman-180731ba
Official SEC filing: View on IAPD