Overview
Assets Under Management: $132 million
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
MZ CAPITAL MANAGEMENT, 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 #134726), MZ CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MZ CAPITAL MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated November 18, 2024. View client details ↓
According to their SEC Form ADV, MZ CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MZ CAPITAL MANAGEMENT, LLC manages $132 million in client assets according to their SEC filing dated November 18, 2024.
According to their SEC Form ADV, MZ CAPITAL MANAGEMENT, 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
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 450
Discretionary Accounts: 372
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 134726
Last Filing Date: 2024-11-18 00:00:00
Website: https://mzcap.com