Overview
Assets Under Management: $102 million
Headquarters: BINGHAM FARMS, MI
High-Net-Worth Clients: 83
Average Client Assets: $1.2 million
Frequently Asked Questions
ARTHUR ZASKE & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284447), ARTHUR ZASKE & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
ARTHUR ZASKE & ASSOCIATES, LLC is headquartered in BINGHAM FARMS, MI.
ARTHUR ZASKE & ASSOCIATES, LLC serves 83 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, ARTHUR ZASKE & ASSOCIATES, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
ARTHUR ZASKE & ASSOCIATES, LLC manages $102 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, ARTHUR ZASKE & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.2 million
Total Client Accounts: 83
Discretionary Accounts: 57
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 284447
Filing ID: 1738746
Last Filing Date: 2023-03-28 12:40:00