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Matthew Jon Schwarz

Maze Investments, LLC

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About Matthew Jon Schwarz

Matthew Jon Schwarz is an Investment Adviser Representative registered with Maze Investments, LLC. Matthew has been registered with the state of California since 2019. Matthew is also licensed as a Series 65 advisor. Matthew has experience in providing investment advice to other investment advisors. Matthew is an expert in providing portfolio management for pooled investment vehicles. Matthew has over 5 years of experience in the financial services industry.

Firm Information

Matthew Schwarz is currently registered with Maze Investments, LLC. Maze Investments, LLC is an investment advisor based in Los Angeles, California, with approximately $158.53 million in regulatory assets under management. The firm provides portfolio management for pooled investment vehicles and acts as a sub-advisor to other investment advisors. They primarily serve other investment advisors and pooled investment vehicles, with a total of 4 client accounts.
Maze Investments, LLC

12100 WILSHIRE BOULEVARD

LOS ANGELES, CA 90025

$158.53M

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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sub-adviser

Sub-adviser

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Schwarz’s Registration & Firm History

CA

10/31/2019 - Present

Maze Investments, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 02/06/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Jon Schwarz.
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