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Etz Advisory, LLC

● SEC registered since 2025CRD 334861SEC# 801-132134
Export (members)
Reg. AUM
$1.2B
Employees
3
Accounts
1
Location

Etz Advisory, LLC assets under management

Etz Advisory, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $1.2 billion in regulatory assets under management and employs 3 people.

Etz Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jiazi Guo ControlCeoOver 75%2025
Samuel G JohnsonCcoUnder 5%2025

Frequently asked questions

How much does Etz Advisory, LLC manage?

Etz Advisory, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Etz Advisory, LLC have?

Etz Advisory, LLC reports 3 employees.

Does Etz Advisory, LLC disclose fund performance?

Etz Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone720-936-3368
Office hours8:00a.m. - 4:00p.m. Est
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$1.2B
Total (RAUM)$1.2B