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Taro Taguchi

MZ Capital, LLC

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About Taro Taguchi

Taro Taguchi is an Investment Advisor Representative for MZ Capital, LLC. Taro has been in the industry since December 2012. Taro specializes in providing financial planning, pension consulting, and portfolio management for individuals. Taro has a Series 65 license and is registered in Maryland and Virginia.

Firm Information

Taro Taguchi 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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Taro Taguchi’s Registration & Firm History

MD

01/10/2017 - Present

MZ Capital, LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 11/16/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taro Taguchi.
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