Zenith Investment Management, LLC

RIAState Registered

Total AUM

$82.4M

Discretionary

$82.4M

100% of AUM

Avg account

$303K

Accounts

272

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 288565
Website: www.zenithim.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI65.26%
Individuals29.1%
Pooled Investment Vehicles5.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Zenith Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. It serves both individual and family clients as well as institutional relationships. Advisory offerings emphasize financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. The firm also operates as an insurance broker and functions in sponsor/GP/managing-member roles for pooled vehicles it sponsors. Its billing mixes percentage-of-AUM fees with hourly, fixed, and performance-based arrangements. Zenith is not identified as an active ESG investor.