ETZ Advisory LLC

Overview

ETZ Advisory LLC is an independent, SEC-registered registered investment adviser (registration year 2025) organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-AUM advisory fee. Its stated client base is individual and family clients, and it identifies itself as an active ESG investor. The adviser is not described as a capital allocator or pension consultant and does not report related-adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices