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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-2025
- Office Locations
- 1
Office Locations
About Izuchi LLC
IZUCHI LLC is a Beltsville, MD-based RIA serving retail clients with holistic financial planning and investment planning, including retirement and insurance planning. The firm emphasizes values-based planning and portfolio construction centered on asset allocation, risk management, and index-oriented implementation using ETFs and mutual funds. Offers a free financial health checklist and introductory consultation.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Urenna Chimsomaga Okoye
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7749930
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000 | -- |
| Total | $10,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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