Overview
Assets Under Management: $78 million
Headquarters: WILLIAMSVILLE, NY
High-Net-Worth Clients: 49
Average Client Assets: $1.1 million
Frequently Asked Questions
AMAZZ INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126545), AMAZZ INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
AMAZZ INVESTMENT MANAGEMENT, INC. is headquartered in WILLIAMSVILLE, NY.
AMAZZ INVESTMENT MANAGEMENT, INC. serves 49 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, AMAZZ INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
AMAZZ INVESTMENT MANAGEMENT, INC. manages $78 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, AMAZZ INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.23%
Average Client Assets: $1.1 million
Total Client Accounts: 120
Discretionary Accounts: 120
Regulatory Filings
CRD Number: 126545
Filing ID: 2075068
Last Filing Date: 2026-03-18 09:57:47