HFR and Radient partner on AI-driven Alternative Investment Intelligence | Learn More

ZADERAKA, DENNIS

CRD No. 331571 | Last Form ADV Filed on 03 Feb 2025 | Registration: State
Interested in ZADERAKA, DENNIS? You may also like

Dennis Zaderaka operates a Sole Proprietorship in Arizona, offering portfolio management services tailored to individual client goals, risk tolerance, and time horizon. The firm creates Investment Policy Statements for each client, focusing on sustainable retirement income and reducing unnecessary risks. Zaderaka's core beliefs include the importance of predictable income, reducing risk for retirees, and investing in good businesses rather than solely in the stock market. The firm offers three investment strategies: the 80/20 Growth Strategy, Financial Judo Strategy, and 90/10 Retirement Income Plan, aiming to grow money while lowering risk and ensuring a secure income stream. Services provided encompass investment planning, life insurance, tax concerns, retirement and education planning, and debt/credit planning. Zaderaka also conducts educational seminars and workshops for the public at no charge. The firm primarily advises on fixed income securities, insurance products, ETFs, and treasury inflation-protected bonds, with a fiduciary duty to act in clients' best interests. As of December 2024, Zaderaka's assets under management are reported as zero for both discretionary and non-discretionary amounts.

Identifying Information
CRD No.
331571
Latest Filing
03 Feb 2025
Form of Organization
Sole Proprietorship
Legal Domicile
AZ, United States
Registration
State
State Regulator Details
AZ | APPROVED | 2025-01-23
Contact Details
Phone
000-000-0000
Fax
000-000-0000
Company Information
Total Reg. AUM $0
Discretionary $0
Non-Discretionary $0
$0
Employee Strength 1
1
No. of Accounts 0
Discretionary 0
Non-Discretionary 0
0

Advanced Search

Interested in in-depth research for more such RIAs? Request a Demo & Trial for Radient Advanced

Advanced Search
Direct Owners
ZADERAKA, DENNIS, EUGENE
CHIEF COMPLIANCE OFFICER (75% or more)

SEC Links
Other Firms