$1.1B Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
3 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bitgo ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2025
- Office Locations
- 2
Office Locations
-- LAS Vegas NV
-- SAN Francisco CA
About ETZ Advisory LLC
ETZ Advisory LLC is a San Francisco-based registered investment adviser serving retail clients. It provides portfolio construction and asset management focused on asset allocation and risk management, primarily implemented with ETFs. Public profile data also references digital assets/cryptocurrency themes (including ESG and emerging markets) and lists BitGo as a custodian.
Team overview
-- AVG AGE
$572.1M AVG AUM / ADVISOR
$381.4M AVG AUM / CLIENT
0.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Capital Atlas Vertex signal
Services
Radial
Owner & Executives
J
JIAZI GUO
Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
(613) 450-1245
momentum.vector@capitalcapital.com
in linkedin.com/in/vital-catalyst
Showing 1 of 1 owners & executives
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Y
Yisroel Bergida
--
- CRD
- #8134983
(689) 507-4614
prime.prime@elementcapital.com
in linkedin.com/in/pioneer-crest
C
Chi Phan
--
- CRD
- #8282165
(592) 958-1313
atlas.legacy@vertexcapital.com
in linkedin.com/in/horizon-timber
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,144,116,507 | $381,372,169 |
| Total | $1,144,116,507 | $381,372,169 |
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Separately Managed Accounts
Total SMA Asset: $1,144,116,507
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,412,872,463 | 100.0% |
| Total | $3,412,872,463 | 100.0% |