G
CRD: 313194
Golzar Investment Group LLC
SAN Diego, CA
9492094448
$3.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2021
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Golzar Investment Group LLC
Golzar Investment Group LLC is a SAN Diego-based RIA. The firm has been operating for 5 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$86.2K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima Capital
Investment Themes
North crest Frontier matrix Fusion
Investment Vehicles
Atlas
Services
Timber Wave Optima Element Eagle momentum Atlas Momentum Oak delta Alpha
Owner & Executives
A
AMIR H GOLZAR
Chief Compliance Officer, Managing Member
- CRD
- #6309565
- Ownership
- 75% or more
(347) 864-4555
eagle.vector@pioneercapital.com
in linkedin.com/in/quantum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,190,000 | -- |
| Total | $3,190,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,190,000
Equity - Exchange:
27.5% Cash:
72.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,362,599,693 | 27.5% |
| Cash | $6,228,671,918 | 72.5% |
| Total | $8,591,271,611 | 100.0% |