Zenith Advisory Group, LLC
Zenith Advisory Group, LLC (CRD# 321689) is a financial advisory firm headquartered in The Villages, FL. They manage $26,344,402 in 234 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts234ACCOUNTS
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Average Account Value$112,583
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, OH
Financial Advisors at Zenith Advisory Group, LLC
1
Todd Lietz (CRD# 7825585) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Ocala, FL and has 1 year of experience in the finance industry.
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