ETZ Advisory LLC

Overview

ETZ Advisory LLC is a privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm is registered with the SEC (registration year shown as 2025) and bills clients on a percentage-of-AUM basis. Its client base is individual and family households rather than institutional investors, and the firm identifies itself as an active ESG investor. The snapshot data indicates the firm does not function as a capital allocator and classifies its business activities primarily around discretionary portfolio management services for private clients.

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Public Holdings

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Location & Offices