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CAZ INVESTMENTS REGISTERED ADVISER LLC
One Riverway
Suite 2000
Houston, Texas 77056
Tel: 713-403-8250
About CAZ INVESTMENTS REGISTERED ADVISER LLC
CAZ INVESTMENTS REGISTERED ADVISER LLC, formally registered with the SEC as CAZ INVESTMENTS REGISTERED ADVISER LLC. The firm was established in 09/21/2023. They have over 1 offices throughout the country.
CAZ INVESTMENTS REGISTERED ADVISER LLC is a Houston, Texas based Financial Planning firm with nearly $53,024,980 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327614 |
| SEC# | 801-128764 |
| Assets Managed by Firm | $53,024,980 |
| No. of Clients | 1 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $53,024,980 |
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