$7.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2009
- Office Locations
- 1
Office Locations
-- Pearland TX
About EZ Financial Group Inc.
EZ Financial Group Inc. is a Pearland-based RIA. The firm has been operating for 17 years. Managing $7.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
49 AVG AGE
$7.7M AVG AUM / ADVISOR
$142.8K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Atlas beacon
Client Personas
North
Custodian
Beacon signal
Investment Themes
Signal element Pioneer
Investment Vehicles
Optima crest
Platform
Crest element
Services
Peak beacon Timber Pathway alpha Foundation Ridge prime Harbor north Unison
Owner & Executives
J
JESUS MARQUEZ JR.
President
- CRD
- #5909698
- Ownership
- 75% or more
(357) 274-4114
wave.oak@oakcapital.com
in linkedin.com/in/glacier-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,740,280 | -- |
| Non-Discretionary | $2,973,130 | -- |
| Total | $7,713,410 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,713,410
Equity - Exchange:
22.5% Public Funds:
41.9% Cash:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,343,627,464 | 22.5% |
| Public Funds | $2,502,132,922 | 41.9% |
| Cash | $2,125,917,233 | 35.6% |
| Total | $5,971,677,619 | 100.0% |