ZAKS INVESTMENT ADVISORY SERVICE, LLC

Overview

Zaks Investment Advisory Service, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). While not classified as a capital allocator or pension consultant, Zaks Investment Advisory Service has carved out a niche in managing investments for a select client base. The firm does not actively engage in ESG investing and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices