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MZ Capital, LLC

Headquartered in BETHESDA, MD

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Firm Information

MZ Capital, LLC is an investment advisor headquartered in . The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They also offer pension consulting and publish periodicals. The firm manages approximately $132,361,225 in assets for 450 clients.

MZ Capital, LLC

$132.36M

Assets Under Management

1

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

MZ CAPITAL, LLC has a total of 1 branch locations across the country.
location

BETHESDA, MD

Advisors at MZ Capital, LLC

View All 3 Advisors
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Michael Curt Schwartz

RA

BETHESDA, MD

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Jiaxuan Zhuang

RA

BETHESDA, MD

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Taro Taguchi

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for MZ Capital, LLC.

Frequently Asked Questions (10)

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