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 registered with the SEC in 2020 and operates as a non-independent retail RIA. Its stated client base includes individuals, families and institutional clients. The firm charges clients on a percentage-of-AUM basis and may also use fixed fees. Advisory activities listed on its filings focus on portfolio management for individuals and small businesses and on portfolio management for investment companies. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3
Khurram Agha
Founder & CEOCRD 7249815
Mohamad Sawwaf
Co-Founder & CEOCRD 8028364
Mustafa Elkalza
Chief Financial OfficerCRD 8028366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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