ZAKS INVESTMENT ADVISORY SERVICE, LLC

ZAKS INVESTMENT ADVISORY SERVICE, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 137934). Regulatory assets under management: $3.0M.

Registration

• CRD: 137934
• Type: Registered investment adviser
• Location: 73 W. MONROE STREET, SUITE 210, CHICAGO, IL, 60603
• Phone: 312-671-9681
• Latest filing: 2024-12-10
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137934 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search