|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Zenith Solutions Inc
✚
|
|
|---|---|
| CRD # | 304732 |
| SEC # | 801-129630 |
| CIK # | 0001948435 |
| AUM | $102.1 M (2025-06-17) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 484-278-1559 |
| Address | 3675 Market St Philadelphia, PA 19104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 21.9 |
| (b) Individuals (high net worth individuals) | 26 | 42.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 36.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 102.1 |
| By Discretionary | ||
| Discretionary | 279 | 102.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 102.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.1 | |
| Total | 279 | 102.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001948435] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Cassilly Financial Group LLC
✚
|
MD | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |
|
Networth Asset Management Inc
✚
|
0.1 | |
|
Sentara Capital LLC
✚
|
GA | 0.1 |
|
Infinity Advisory Group LLC
✚
|
MI | 0.1 |
|
Victory Asset Management Co Inc
✚
|
NJ | 0.1 |
|
Mutual Fund Protection Service
✚
|
CO | 0.1 |
|
Infinium Investment Advisors LLC
✚
|
CO | 0.1 |
|
We Financial Group
✚
|
0.1 |