Izuchi LLC

Overview

Izuchi LLC is a very small advisory firm operating as a limited liability company and organized around fee-based financial planning and advisor-selection services. The firm reports a narrow service set that includes financial planning, selection of other advisers, periodic publications or newsletters, and educational seminars or workshops. Filings indicate a fixed-fee compensation model and that the firm does not position itself as an ESG investor or multistate adviser. Investment activity appears focused on public equities and exchange-traded vehicles, with a preference for equity exposure noted in asset breakdowns. The firm also acts as a capital allocator that can direct client capital to third-party managers when appropriate. Given the combination of advisory services and selection-of-other-advisers activity, Izuchi LLC is structured to provide planning and manager-sourcing rather than to run large discretionary portfolios on its own.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices