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ERGUZ, LLC
CRD 168009 · SEC 801-78230
9595 SIX PINES DR., SUITE 8210, THE WOODLANDS, TX, 77380, United States
Phone
832-631-6284
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$889.0M
Discretionary AUM
$889.0M
Team
1 total employees; 1 advisory reps; 51 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $889.0M |
States served
DE, TX
All web addresses on file
Official SEC filing: View on IAPD