Zenith Financial Planning Inc
RIASEC Registered
Total AUM
$60.8M
Discretionary
$60.8M
100% of AUM
Avg account
$248K
Accounts
245
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331585
- Website
- www.zenithfp.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.13%
- Individuals10.87%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Zenith Financial Planning Inc. is an independent, limited liability advisory firm that serves individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and client education via seminars and workshops. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Contacts
1 of 1
Rey Arellano
FounderCRD 6262065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Edgemont Investment Management, LLC
RIAAUM $60.8MTEAM 1REPS 1
Hillcrest Holdings, LLC
RIAAUM $60.7MTEAM 1REPS 1
Emerson Partners
RIAAUM $60.8MTEAM 1REPS 1
CSS Capital Advisory LLC
RIAMiami, FL
AUM $60.8MTEAM 2REPS 4
Thunderbird Wealth Management, Inc.
RIAAUM $60.8MTEAM 2REPS 2
Longevity Wealth Management LLC
RIAAUM $60.7MTEAM 1REPS 1