ZERKE ADVISORS, INC.
CRD #114391 SEC #801-71539 HOUSTON, TX (713) 236-7715
SEC Registered
Total AUM
$40.3M
Discretionary
$36.9M
Employees
1
Clients
26
Accounts
176
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZERKE, CYNTHIA, CLAIRE | I | VICE PRESIDENT | NA | |
| ZERKE, CYNTHIA, CLAIRE | I | VICE PRESIDENT | NA | |
| ZERKE, JENNIFER, LEONORE | I | SECRETARY | NA | |
| ZERKE, JENNIFER, LEONORE | I | SECRETARY | NA | |
| ZERKE, FREDERICK, CARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ZERKE, FREDERICK, CARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ZERKE, FREDERICK, CARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 16, 2012 REGISTERED
Notice Filings (1)
TX
Address
440 LOUISIANA STREETSUITE 900
HOUSTON, TX 77002
United States
Phone: (713) 236-7715