Hz Investments Inc.
● SEC registered since 2021CRD 312268SEC# 801-120217Chevy Chase, MD
Reg. AUM
$591.4M
Employees
1
Accounts
120
Location
Chevy Chase, MD
Hz Investments Inc. assets under management
Hz Investments Inc. is an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 2021. It reports $591.4 million in regulatory assets under management and employs 1 people.
Hz Investments Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold Zirkin Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Hz Investments Inc. manage?
Hz Investments Inc. reports $591.4 million in regulatory assets under management on its Form ADV.
How many employees does Hz Investments Inc. have?
Hz Investments Inc. reports 1 employees.
Where is Hz Investments Inc. located?
Hz Investments Inc. is based in Chevy Chase, MD and has been SEC-registered since 2021.
Does Hz Investments Inc. disclose fund performance?
Hz Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5610 Wisconsin Ave #108, Chevy Chase, MD 20815 |
| Phone | 301-922-7631 |
| Fax | N/A |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$591.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$591.4Mregulatory AUM
Discretionary $591.4M