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HZ INVESTMENTS INC.
CRD 312268 · SEC 801-120217
5610 WISCONSIN AVE #108, CHEVY CHASE, MD, 20815, United States
Phone
301-922-7631
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$591.4M
Discretionary AUM
$591.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $591.4M |
States served
MD
Official SEC filing: View on IAPD