Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$313,995,693
Total clients
335
29% high-net worth
Total advisors
8
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
42
Average account size
$937,301
Flat dollar fees may be negotiated and applied instead of percentage fees for certain clients/projects; specific amounts not disclosed.
0.40% to 1.20% annually depending on services rendered; subject to negotiation
Account minimum: $500,000 minimum (may be waived at sole discretion of firm) Minimum fee: Flat dollar fee may be utilized instead of percentage of managed assets in certain circumstances, typically for larger or more complex projects; specific amounts not stated. Fee-only: Investment advisory fees only; no commissions or other compensation from product sales.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
AZA Capital Management
141 W Jackson Blvd, Suite 3332
Chicago IL 60604, United States
Number of offices
6
Series 63, Series 65
Texarkana, AR
AZA Capital Management
Series 65
Leland, MI
AZA Capital Management
ChFC®, Series 63
Chicago, IL
AZA Capital Management
Series 63, Series 65
Grand Rapids, MI
AZA Capital Management
Series 66
Chicago, IL
AZA Capital Management
Series 63, Series 65, Series 66
Chicago, IL
AZA Capital Management
Series 63, Series 65
Chicago, IL
AZA Capital Management
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