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Mark David Zavanelli

GREAT NORTHERN ASSET MANAGEMENT, INC.·WINTER PARK, Florida
Clean recordGREAT NORTHERN ASSET MANAGEMENT, INC.
280 W CANTON AVE, WINTER PARK, FL 32789CRD# 2957965Firm CRD# 166788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark David Zavanelli · WINTER PARK, FL
Registration
CRD #2957965 · GREAT NORTHERN ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark David Zavanelli is a registered financial advisor based in WINTER PARK, Florida, affiliated with GREAT NORTHERN ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GREAT NORTHERN ASSET MANAGEMENT, INC.
LYONS INVESTMENT MANAGEMENT
AUM
$62M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GREAT NORTHERN ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2957965
Firm CRD# 166788
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark David Zavanelli offer?
Mark David Zavanelli specializes in Investment Management, Wealth Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Mark David Zavanelli's credentials?
Mark David Zavanelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Zavanelli located?
Mark David Zavanelli is based in WINTER PARK, Florida, working with GREAT NORTHERN ASSET MANAGEMENT, INC.. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Mark David Zavanelli charge for services?
Mark David Zavanelli's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT NORTHERN ASSET MANAGEMENT, INC.?
GREAT NORTHERN ASSET MANAGEMENT, INC. has approximately 6 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT NORTHERN ASSET MANAGEMENT, INC.

Alexander Read
WINTER PARK, FL

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