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Aidis Lucius Zunde

ZAK Investment Management Company, LLC

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About Aidis Lucius Zunde

Aidis Lucius Zunde is an Investment Advisor Representative at Zak Investment Management Company, LLC, and is registered in North Carolina. Aidis has been with Zak Investment Management Company, LLC since October 2008. Aidis also serves as Senior Consultant for Whitney, Bradley & Brown, Inc. Aidis specializes in providing portfolio management services to individuals.

Firm Information

Aidis Zunde is currently registered with ZAK Investment Management Company, LLC. ZAK Investment Management Company, LLC is an investment advisor that manages approximately $41.42 million in assets. The firm provides portfolio management services for individuals and has offices in Texas.

$41.42M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Aidis Zunde’s Registration & Firm History

VA

10/23/2008 - Present

ZAK Investment Management Company, LLC (NORFOLK VA)

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Licenses & Designations

IA

Issued 10/21/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aidis Lucius Zunde.
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