ZONKA & ASSOCIATES, INC.

ZONKA & ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 282914). Regulatory assets under management: $28.3M.

Registration

• CRD: 282914
• Type: Registered investment adviser
• Phone: 321-253-2838
• Latest filing: 2026-03-05
• Regulatory AUM: $28.3M
• Discretionary AUM: $25.8M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282914 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search