Derenzo Advisors LLC

Overview

Derenzo Advisors LLC is a small, LLC-structured independent advisory firm focused on fee-based planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a capital allocator, pension consultant, or related adviser to another registered entity. Advisory services emphasize financial planning and managing client portfolios; the firm’s owner type is listed as an individual. The firm’s operating footprint appears to be modest in scale based on reported asset levels and account counts.

Assets & Accounts

Investments & Alternatives