Overview
Assets Under Management: $1.1 billion
High-Net-Worth Clients: 3
Average Client Assets: $381.4 million
Frequently Asked Questions
ETZ ADVISORY 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 #334861), ETZ ADVISORY LLC is subject to fiduciary duty under federal law.
ETZ ADVISORY LLC serves 3 high-net-worth clients according to their SEC filing dated April 02, 2026. View client details ↓
According to their SEC Form ADV, ETZ ADVISORY LLC offers portfolio management for individuals. View all service details ↓
ETZ ADVISORY LLC manages $1.1 billion in client assets according to their SEC filing dated April 02, 2026.
According to their SEC Form ADV, ETZ ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $381.4 million
Total Client Accounts: 3
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 334861
Filing ID: 2091453
Last Filing Date: 2026-04-02 16:17:19