ZAK ADVISORY, LLC

Overview

ZAK Advisory, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs a predominantly equity-oriented strategy, using exchange-traded equities as its primary vehicle while supplementing with mutual funds and targeted alternative exposures. Portfolios are managed on a percentage-of-AUM fee schedule and the adviser does not position itself as an ESG specialist. Given the firm’s asset base and client mix, the investment approach appears geared toward personalized, high-touch management rather than large-scale institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices