Overview
Assets Under Management: $1.2 billion
Headquarters: LODI, CA
High-Net-Worth Clients: 351
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 351
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.22
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 8,131
Discretionary Accounts: 849
Non-Discretionary Accounts: 7,282
Regulatory Filings
CRD Number: 289737
Filing ID: 1990558
Last Filing Date: 2025-05-20 13:55:00
Website: https://zukfinancial.com