Zenith Advisory Group, LLC
Zenith Advisory Group, LLC (CRD# 287801) is a financial advisory firm headquartered in Centerville, OH. They manage $53,858,490 in 136 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$396,018
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, MO, OH, TX
Financial Advisors at Zenith Advisory Group, LLC
1
Jay Grandfield (CRD# 4028621) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Centerville, OH and has over 22 years of experience in the finance industry.
2
Matthew Lyon (CRD# 5242333) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Union, KY and has over 17 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.