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HZ Investments Inc.

Headquartered in CHEVY CHASE, MD

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Firm Information

HZ Investments Inc., headquartered in Chevy Chase, MD, is an investment advisor with approximately $496,493,260 in regulatory assets under management. The firm primarily serves high-net-worth individuals and provides portfolio management for individuals. They have 114 client accounts, with 1 Investment Adviser Representative.

HZ Investments Inc.

5610 WISCONSIN AVE #108

CHEVY CHASE, MD 20815

$496.49M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HZ INVESTMENTS INC. has a total of 1 branch locations across the country.
location

CHEVY CHASE, MD

Advisors at HZ Investments Inc.

View All 1 Advisors
Unclaimed
Harold Zirkin

CFA®, RA

CHEVY CHASE, MD

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Disclosures

There are no public disclosures for HZ Investments Inc..

Frequently Asked Questions (6)

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