HZ INVESTMENTS INC.

5610 Wisconsin Ave #108
Chevy Chase, Maryland 20815
Tel: 301-922-7631

About HZ INVESTMENTS INC.

HZ INVESTMENTS INC, formally registered with the SEC as HZ INVESTMENTS INC. The firm was established in 01/26/2021. They have over 1 offices throughout the country.

HZ INVESTMENTS INC. is a Chevy Chase, Maryland based Financial Planning firm with nearly $496,493,260 assets under management, offering retirement planning & investment advisory services to 114 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312268
SEC#	801-120217
Assets Managed by Firm	$496,493,260
No. of Clients	114
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	114	$496,493,260
Individuals (other than high net worth individuals)	1	$148,865
High net worth individuals	28	$496,344,395

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