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CAZ INVESTMENTS L.P.
One Riverway
Suite 2000
Houston, Texas 77056
Tel: 713-403-8250
About CAZ INVESTMENTS L.P.
CAZ INVESTMENTS LP, formally registered with the SEC as CAZ INVESTMENTS LP. The firm was established in 09/27/2001. They have over 2 offices throughout the country.
CAZ INVESTMENTS L.P. is a Houston, Texas based Financial Planning firm with nearly $6,402,686,432 assets under management, offering retirement planning & investment advisory services to 8044 clients. The firm is staffed with 48 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113931 |
| SEC# | 801-60606 |
| Assets Managed by Firm | $6,402,686,432 |
| No. of Clients | 8044 |
| No. of Advisors | 48 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8044 | $6,402,686,432 |
| High net worth individuals | 1 | $2,636,756 |
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