Manzil Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308500
- Registered since
- May 14, 2020
- Website
- aghazinvest.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Manzil Investment Advisors, LLC is a small, SEC‑registered advisory firm organized as an LLC and active since 2020. The firm serves both individual and family clients as well as institutional investors, and provides portfolio management for individuals/small businesses as well as for investment companies. Its stated fee model combines a percentage of assets under management with fixed fees. Investment activity shows a clear tilt toward publicly traded equities: the firm reports a preference for exchange‑traded equities and uses equity‑centric allocations as the primary building block across client accounts. Manzil is affiliated with other investment adviser and banking or thrift institution relationships, which may influence access to certain custody, execution or product channels for its clients.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Khurram Agha
Founder & CEOCRD 7249815
Mohamad Sawwaf
Co-Founder & CEOCRD 8028364
Mustafa Elkalza
Chief Financial OfficerCRD 8028366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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