Overview
Assets Under Management: $161 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 36
Average Client Assets: $2.1 million
Frequently Asked Questions
ZENDAMENTALS 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 #148411), ZENDAMENTALS is subject to fiduciary duty under federal law.
ZENDAMENTALS is headquartered in CHICAGO, IL.
ZENDAMENTALS serves 36 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, ZENDAMENTALS offers portfolio management for individuals and selection of other advisors. View all service details ↓
ZENDAMENTALS manages $161 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, ZENDAMENTALS 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: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.61%
Average Client Assets: $2.1 million
Total Client Accounts: 1,065
Discretionary Accounts: 1,065
Regulatory Filings
CRD Number: 148411
Filing ID: 2055276
Last Filing Date: 2026-02-20 14:07:12