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AZA CAPITAL MANAGEMENT
141 W Jackson Blvd
Suite 3332
Chicago, Illinois 60604
Tel: 312-429-0880
About AZA CAPITAL MANAGEMENT
AZA CAPITAL MANAGEMENT, formally registered with the SEC as AZA CAPITAL MANAGEMENT. The firm was established in 05/12/1997. They have over 2 offices throughout the country.
AZA CAPITAL MANAGEMENT is a Chicago, Illinois based Financial Planning firm with nearly $313,786,800 assets under management, offering retirement planning & investment advisory services to 890 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109784 |
| SEC# | 801-54428 |
| Assets Managed by Firm | $313,786,800 |
| No. of Clients | 890 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 890 | $313,786,800 |
| Individuals (other than high net worth individuals) | 253 | $89,627,154 |
| High net worth individuals | 96 | $190,745,060 |
| Pension and profit sharing plans | 10 | $24,978,296 |
| Charitable organizations | Fewer than 5 clients | $354,655 |
| Other investment advisers | Fewer than 5 clients | $2,983,749 |
| Corporations or other businesses | 6 | $5,097,886 |
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