Overview
Assets Under Management: $721 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 50
Average Client Assets: $16 million
Frequently Asked Questions
ERGUZ, LLC 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 #168009), ERGUZ, LLC is subject to fiduciary duty under federal law.
ERGUZ, LLC is headquartered in THE WOODLANDS, TX.
ERGUZ, LLC serves 50 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, ERGUZ, LLC offers portfolio management for individuals. View all service details ↓
ERGUZ, LLC manages $721 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, ERGUZ, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 46
Discretionary Accounts: 46
Regulatory Filings
CRD Number: 168009
Last Filing Date: 2024-04-01 00:00:00
Website: https://erguz.com