Zaks Investment Advisory Service, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 137934
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zaks Investment Advisory Service, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated business activity is portfolio management for individuals and small businesses, and it charges clients a fee based on a percentage of assets under management. According to available filings the adviser is not a multi-state adviser, does not position itself as an ESG investor, and is not a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities93%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents2%
Contacts
1 of 1Sergey Zaks
PrincipalCRD 5079384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 73 W Monroe St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Grassland Capital, LLC
RIAChicago, IL
Whale
RIAChicago, IL
Redmont Wealth
RIAChicago, IL
Valor Advisers
RIAChicago, IL
Apex Quantitative Group, LLC
RIAChicago, IL
SRC Capital Management
RIAChicago, IL