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Amir H Golzar

Vestech Asset Management Inc.

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About Amir H Golzar

Amir Golzar is an investment advisor representative with Vestech Asset Management Inc. and Golzar Investment Group LLC. Amir has been in the industry since July 2016 and has experience with financial planning and portfolio management for individuals. Amir is also the owner of Golzar Investment Group LLC. Amir's clients include individuals other than high net worth individuals. Amir is registered with FINRA and the states of California, Illinois, and Missouri. Amir is also registered with the states of California and Illinois as an investment advisor. Amir's primary office is located in Saint Louis, Missouri. Amir is also registered with the states of California and Illinois as an investment advisor.

Firm Information

Amir Golzar is currently registered with Vestech Asset Management Inc.. Vestech Asset Management Inc. is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals. They have approximately 82,427,479 in assets under management and serve 303 clients.

$82.43M

Assets Under Management

Not reported

Total Clients

16

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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.

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Amir Golzar’s Registration & Firm History

MO

11/18/2022 - Present

Vestech Asset Management Inc. (SAINT LOUIS MO)

CA

02/02/2017 - 08/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)

CA

09/20/2016 - 12/31/2016

CENTAURUS FINANCIAL, INC. (IRVINE CA)

CA

05/31/2016 - 09/20/2016

INDEPENDENT FINANCIAL GROUP, LLC (NEWPORT BEACH CA)

CA

08/12/2015 - 05/31/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)

CA

09/15/2014 - 07/09/2015

CENTAURUS FINANCIAL, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 03/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amir H Golzar. Review regulatory record here.
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