Z Advisory Innovations
Firm details
- Headquarters
- Waterford, Michigan
- CRD number
- 331792
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.88%
- Individuals43.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Z Advisory Innovations is an independent, Michigan-registered RIA that provides fee-based portfolio management focused on individual and family clients and small businesses. The firm is individually owned and operates as a boutique advisory practice that charges a percentage of assets under management. Its advisory scope centers on direct portfolio management rather than pension consulting or multi-state advisory programs. The firm lists an industry affiliation with an insurance company and reports a non-ESG investment posture.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds36%
- Exchange Traded Equities21%
- Public Funds/Mutual Funds19%
- Private Funds12%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
David Zoellner Jr
Chief Compliance OfficerCRD 6899917
Contacts
1 of 1
David Zoellner
Partner at Estate Planning TeamCRD 2094698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waterford, MI
Oakland
Location
Waterford, MI
Headquartered in Waterford, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 7655 Highland Rd
- Time zone
- ET (UTC-5)
- Office locations
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