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Zak Investment Management Company, LLC (Norfolk)


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.

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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.

Zak Investment Management Company: assets under management

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 firm manages $4.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.13 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norfolk

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.


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