RIA IntelAdvisersNew YorkZIK,LLC

ZIK,LLC

Advisory

NY

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in NY
#5,580
of 5,722 advisers by AUM
Average account
$400K
across 3 accounts
AUM per adviser
$1M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$1M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

HYPERION WEALTH MANAGEMENT LLC
NEW YORK, NY
$1M
ZIMMER CAPITAL MANAGEMENT LLC
$1M
MGP ADVISERS LIMITED PARTNERSHIP
NEW YORK, NY
$1M
-34.7% 1Y
RA ADVISORY LLC
$1M
COHEN, KLINGENSTEIN & MARKS INCORPORATED
NEW YORK, NY
$1M
-99.8% 1Y
RESURGENCE ASSET MANAGEMENT INTERNATIONAL, L.L.C.
NEW YORK, NY
$1M
-92.7% 1Y

Get the full picture on ZIK,LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ZIK,LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans