Manzil Investment Advisors, LLC

RIASEC RegisteredEst. 2020
Total AUM
$147K
Discretionary
$147K
100% of AUM
Avg account
$1.6K
Accounts
94
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
308500
Registered since
May 14, 2020
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Manzil Investment Advisors, LLC is a small, SEC‑registered advisory firm organized as an LLC and active since 2020. The firm serves both individual and family clients as well as institutional investors, and provides portfolio management for individuals/small businesses as well as for investment companies. Its stated fee model combines a percentage of assets under management with fixed fees. Investment activity shows a clear tilt toward publicly traded equities: the firm reports a preference for exchange‑traded equities and uses equity‑centric allocations as the primary building block across client accounts. Manzil is affiliated with other investment adviser and banking or thrift institution relationships, which may influence access to certain custody, execution or product channels for its clients.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Khurram Agha

    Khurram Agha

    Founder & CEOCRD 7249815

  • Mohamad Sawwaf

    Co-Founder & CEOCRD 8028364

  • Mustafa Elkalza

    Chief Financial OfficerCRD 8028366

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth