Overview
Assets Under Management: $201 million
Headquarters: NOVATO, CA
High-Net-Worth Clients: 46
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 223
Discretionary Accounts: 223
Regulatory Filings
CRD Number: 145096
Last Filing Date: 2025-02-27 00:00:00
Website: https://hzadvisors.com