|
⚲
|
| ETZ Advisory LLC
✚
|
|
|---|---|
| CRD # | 334861 |
| SEC # | 801-132134 |
| CIK # | |
| AUM | $1.2 B (2025-07-18) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 720-936-3368 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 1,200.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1,200.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 1,200.0 |
| Total | 1 | 1,200.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,200.0 | |
| Total | 1 | 1,200.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baldwin Investment Management LLC
✚
|
PA | 1.2 |
|
Alterna Wealth Management Inc
✚
|
TX | 1.2 |
|
Financial Plan Inc
✚
|
WA | 1.2 |
|
Barlow Wealth Partners LLC
✚
|
KY | 1.2 |
|
J L Bainbridge & Co Inc
✚
|
FL | 1.2 |
|
Professional Advisory Services Inc
✚
|
FL | 1.2 |
|
Callahan Advisors LLC
✚
|
TX | 1.2 |
|
Class VI Family Office LLC
✚
|
CO | 1.2 |
|
Action Point Financial Planning LLC
✚
|
MI | 1.2 |
|
Wgshaheen & Associates Ltd
✚
|
NY | 1.2 |