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Hz Investments Inc.

● SEC registered since 2021CRD 312268SEC# 801-120217Chevy Chase, MD
Export (members)
Reg. AUM
$536.7M
Employees
1
Accounts
96
Location
Chevy Chase, MD

Hz Investments Inc. assets under management

Hz Investments Inc. is an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 2021. It reports $536.7 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Hz Investments Inc. owners & executives

1 reported
NameTitleOwnershipSince
Harold Zirkin ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Hz Investments Inc. manage?

Hz Investments Inc. reports $536.7 million in regulatory assets under management on its Form ADV.

How many employees does Hz Investments Inc. have?

Hz Investments Inc. reports 1 employees.

Where is Hz Investments Inc. located?

Hz Investments Inc. is based in Chevy Chase, MD and has been SEC-registered since 2021.

Does Hz Investments Inc. disclose fund performance?

Hz Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5610 Wisconsin Ave #108, Chevy Chase, MD 20815
Phone301-922-7631
FaxN/A
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$536.7M
Non-discretionary$0
Total (RAUM)$536.7M