Manzil Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308500
- Registered since
- May 14, 2020
- Website
- aghazinvest.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Manzil Investment Advisors, LLC is a limited liability company that is registered with the SEC (registered in 2020) and operates as a non-independent retail registered investment adviser. The firm reports a mixed client base of individuals and families as well as institutional clients and provides portfolio management services for individuals/small businesses and for investment companies. Its fee arrangements include both percentage-of-assets fees and fixed-fee engagements. The adviser indicates affiliations with another investment adviser and with a banking or thrift institution. It does not position itself as an ESG-focused manager, does not identify as a multi-state adviser, and is not described as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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