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| HZ Investments Inc
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|
|---|---|
| CRD # | 312268 |
| SEC # | 801-120217 |
| CIK # | |
| AUM | $536.7 M (2025-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 301-922-7631 |
| Address | 5610 Wisconsin Ave 108 Chevy Chase, MD 20815 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 536.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 536.7 |
| By Discretionary | ||
| Discretionary | 96 | 536.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 536.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 536.7 | |
| Total | 96 | 536.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hemsley Advisors Ltd
✚
|
IL | 0.5 |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.5 |
|
Planned Solutions Financial & Insurance Services Inc
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|
CA | 0.5 |
|
Meridian Investment Counsel Inc
✚
|
0.5 | |
|
Ariadne Wealth Management LP
✚
|
CA | 0.5 |
|
Atlantic Edge Private Wealth Management LLC
✚
|
0.5 | |
|
John A Wolfe & Associates Inc
✚
|
MI | 0.5 |
|
Oak Family Advisors LLC
✚
|
IL | 0.5 |
|
Meritas Wealth Management LLC
✚
|
CA | 0.5 |
|
Climber Capital Sa
✚
|
0.5 |