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ZENITH ADVISORY GROUP, LLC
CRD 321689 · SEC 801-135252
1068 LAKE SUMTER LANDING, THE VILLAGES, FL, 32162, United States
Phone
352-282-0810
Fax
352-525-4336
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.4M
Discretionary AUM
$115.4M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $43.9M |
| High net worth individuals | 25 | $71.6M |
States served
LA, OH, FL
All web addresses on file
Official SEC filing: View on IAPD