AFZALI INVESTMENTS, LLC

Overview

Afzali Investments, LLC is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm runs discretionary accounts and favors equity exposure, using exchange-traded equities as its primary building block. Its business model combines a percentage-of-AUM fee with potential performance-based fees, suggesting active management and the ability to pursue concentrated or outcome-driven strategies when appropriate. Client relationships are individualized and fee-based rather than commission-driven.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices