EZCONTACT HOLDINGS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
297950

Firm profile

FINTRX

Overview

Ezcontact Holdings, LLC operates as a small, private investment adviser organized as a limited liability company. The firm’s public profile indicates it is not operating as a multi-state advisory platform or an ESG-driven allocator; rather, its activity centers on managing a single private investment vehicle. Reported metrics show no retail or institutional advisory client relationships on a managed-account basis, so the firm appears to focus on fund-level investing rather than providing broad wealth management or investment advisory services to outside individual accounts. The manager profile and structure point to a boutique operator: concentrated capital, a narrow product set, and a compact ownership base. That posture typically implies hands-on portfolio management of private assets, with decision-making and operations vested in a small leadership group rather than a distributed advisory team.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • TARA BRANTLEY

    InvestorCRD 5821991

  • ZACHARY GOREN

    InvestorCRD 5352002

  • RAVI SARIN

    ManagerCRD 6850739

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
10207 Clematis Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth