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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Hoffman is an Investment Advisor Representative at Caz Investments LP, a firm based in Houston, Texas. Lauren is a registered Investment Advisor in Texas. Lauren has a Series 65 license and has been in the industry since November 2023. Caz Investments LP provides investment advisory services to individuals, pooled investment vehicles, and businesses. The firm manages a total of 6,402,686,432 in assets under management. Lauren’s experience and expertise provide valuable insights to their clients.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/14/2024 - Present
CAZ Investments LP (HOUSTON TX)
IA
Issued 05/14/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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