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AFZALI INVESTMENTS, LLC
CRD 305104
609 DEEP VALLEY DRIVE, SUITE 200, ROLLING HILLS ESTATES, CA, 90274, United States
Phone
310-896-2317
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$7.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $6.8M |
Official SEC filing: View on IAPD