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ZAKI FINANCIAL LLC
CRD 297921
9753 CROSSPOINT BLVD, SUITE 220, INDIANAPOLIS, IN, 46256, United States
Phone
317-208-5566
Fax
317-208-5566
Registration
— (—)
Source
State registered
Total AUM
$7.1M
Discretionary AUM
$7.1M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $972K |
| High net worth individuals | 8 | $5.9M |
| Charitable organizations | 2 | $169K |
All web addresses on file
Official SEC filing: View on IAPD