KLUZ VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROCKVILLE, Maryland
CRD number
292197
Registered since
January 3, 2023

Firm profile

FINTRX

Overview

Kluz Ventures is organized as a limited liability company and registered with the SEC in 2023. The firm is identified in regulatory records as an adviser, sponsor and general partner that serves as the managing member of pooled investment vehicles. It does not identify as an active ESG investor, is not designated a multi-state adviser or pension consultant, and is not classified as a capital allocator in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCKVILLE, MD

MONTGOMERY

Location

ROCKVILLE, MD

Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
966 Hungerford Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth