Manzil Investment Advisors, LLC

RIASEC Registered
Total AUM
$147K
Discretionary
$147K
100% of AUM
Avg account
$1.6K
Accounts
94
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
308500
Registered since
May 14, 2020
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Manzil Investment Advisors, LLC is a limited liability company that is registered with the SEC (registered in 2020) and operates as a non-independent retail registered investment adviser. The firm reports a mixed client base of individuals and families as well as institutional clients and provides portfolio management services for individuals/small businesses and for investment companies. Its fee arrangements include both percentage-of-assets fees and fixed-fee engagements. The adviser indicates affiliations with another investment adviser and with a banking or thrift institution. It does not position itself as an ESG-focused manager, does not identify as a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth