AMAZZ INVESTMENT MANAGEMENT, INC.

Overview

Amazz Investment Management, Inc. is a small, fee-based advisory firm that manages portfolios primarily for individuals, families and small businesses. The firm operates as a corporation and registers with the SEC (first registered in 2015). Its advisory work centers on discretionary portfolio management, and its compensation model mixes percentage-of-AUM fees with fixed-fee arrangements rather than commission-based brokerage. The firm is not positioned as an ESG specialist and does not present itself as a multi-state adviser. Investment activity at Amazz Investment Management emphasizes public equity exposure. The firm reports a clear preference for exchange-traded equities as the principal building block of client portfolios, supplemented by pooled vehicles such as mutual funds. Business and professional services — including accounting — are part of the firm’s activity profile, which supports a client base made up of individual and family investors plus small business accounts.

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Public Holdings

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Location & Offices