$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2013
- Office Locations
- 1
Office Locations
-- Arlington MA
About Aztec Capital LLC
Aztec Capital LLC is a retail-focused RIA providing financial planning alongside asset allocation and risk management. The firm’s SMA activity is reported as primarily derivatives-based, with hedge-fund-related expertise noted. Operates as a small, analyst-led shop and custodies with Interactive Brokers.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$60.0K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
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Owner & Executives
No owner records available.
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Unlock allContacts
R
ROBERT J LANG
Analyst
- CRD
- #6169303
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Total | Available | Available |
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