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Jiaxuan Zhuang

MZ Capital, LLC

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About Jiaxuan Zhuang

Jiaxuan Zhuang is an investment advisor representative with MZ Capital, LLC, an investment advisor headquartered in Bethesda, MD. Jiaxuan Zhuang is registered with the state of Maryland, Virginia, and the District of Columbia. Jiaxuan Zhuang has been in the industry since February 2005. MZ Capital, LLC focuses on providing financial planning, pension consulting, and portfolio management for individuals. The firm manages assets for 450 clients, with approximately $132,361,225 in assets under management. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets. The firm primarily manages the assets of individuals and high-net-worth individuals. The firm also publishes periodicals.

Firm Information

Jiaxuan Zhuang is currently registered with MZ Capital, LLC. 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.

$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.

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Jiaxuan Zhuang’s Registration & Firm History

MD

06/26/2007 - Present

MZ Capital, LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 04/02/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jiaxuan Zhuang.
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