EZ Financial Group Inc.
RIAState Registered
Total AUM
$7.7M
Discretionary
$4.7M
61% of AUM
Avg account
$143K
Accounts
54
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 143813
- Website
- www.ezfgi.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ez Financial Group Inc. operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and caters primarily to individual and family clients. Its fee structure includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it does participate in the sales of various financial products.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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