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ZENIKI WEALTH
KBS INVESTMENT SERVICES, LLC
CRD 328778
3319 W SWANN AVE, TAMPA, FL, 33609, United States
Phone
386-290-8278
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.7M
Discretionary AUM
$1.8M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.8M |
| High net worth individuals | 3 | $18.9M |
All web addresses on file
Official SEC filing: View on IAPD