Falists
← Back to search

MZ CAPITAL, LLC

MZ CAPITAL MANAGEMENT, LLC

CRD 134726 · SEC 801-130471

Visit website

CA, United States

Phone

301-452-4220

Fax

202-449-8468

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.1M

Discretionary AUM

$150.1M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals

Client types

TypeClientsAUM
Individuals25$21.3M
High net worth individuals46$128.8M

States served

CA, DC, MD, VA

All web addresses on file

Official SEC filing: View on IAPD