Erguz, LLC
Erguz, LLC (CRD# 168009) is a financial advisory firm headquartered in The Woodlands, TX. They manage $720,717,075 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management721MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$15,667,763
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, TX
Financial Advisors at Erguz, LLC
1
Javier Guzman Ortiz (CRD# 6202592) is an Investment Advisor Representative working at Erguz, LLC in The Woodlands, TX and has over 10 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.