Golzar Investment Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 313194
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Golzar Investment Group LLC is a small, independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small business owners. Compensation comes through a mix of percentage-of-assets and fixed fees. In addition to its advisory role, the firm conducts broker-dealer registered representative activities and sells other financial products. The adviser does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser. The firm’s regulatory registration year is not provided in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities60%
- Cash & Cash Equivalents40%
Owners & executives
1 of 1
Amir Golzar
Managing Member And Chief Compliance OfficerCRD 6309565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations