ZAKI FINANCIAL LLC

ZAKI FINANCIAL LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 297921). Regulatory assets under management: $7.1M.

Registration

• CRD: 297921
• Type: Registered investment adviser
• Location: 9753 CROSSPOINT BLVD, INDIANAPOLIS, IN, 46256
• Phone: 317-208-5566
• Latest filing: 2026-03-23
• Regulatory AUM: $7.1M
• Discretionary AUM: $7.1M
• Clients: 3
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search