Zak Investment Management Company, LLC is an adviser based in Norfolk. It manages $4.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007.
Zak Investment Management Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zak Investment Management Company, LLC is $4.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Zak Investment Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Zak Investment Management Company, LLC performs its advisory services is located at 229 West Bute Street, Norfolk, VA 23510, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 757-227-5600 or by fax 757-227-5673. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.zakinvestment.com.