Overview
Assets Under Management: $193 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
MAZARS USA WEALTH ADVISORS 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 #133936), MAZARS USA WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
MAZARS USA WEALTH ADVISORS LLC is headquartered in NEW YORK, NY.
MAZARS USA WEALTH ADVISORS LLC serves 50 high-net-worth clients according to their SEC filing dated December 01, 2023. View client details ↓
According to their SEC Form ADV, MAZARS USA WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MAZARS USA WEALTH ADVISORS LLC manages $193 million in client assets according to their SEC filing dated December 01, 2023.
According to their SEC Form ADV, MAZARS USA WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 234
Discretionary Accounts: 234
Regulatory Filings
CRD Number: 133936
Last Filing Date: 2023-12-01 00:00:00
Website: https://mazarswa.com