Overview
Assets Under Management: $412 million
Headquarters: FINDLAY, OH
High-Net-Worth Clients: 87
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,476
Discretionary Accounts: 1,286
Non-Discretionary Accounts: 190
Regulatory Filings
CRD Number: 123465
Last Filing Date: 2025-02-04 00:00:00
Website: https://hzcapital.com