Korzo Financial LLC
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Overview
Korzo Financial LLC is a financial advisory company based in Palo Alto, California. The firm has a small team, including 1 financial advisor. Korzo Financial LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments like stocks, options and bonds.
Korzo Financial LLC's main office is located at 228 Hamilton Ave, Palo Alto, California 94301. The company is permitted to provide services to clients across 51 U.S. states and territories.
Number of Advisors
Disclosures
Office Location
Korzo Financial LLC by the Numbers
3
Products and Services
Korzo Financial LLC provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Notably, the company did not provide financial planning services to any of its accounts in the previous financial year. The company is not involved in selling products or offering services apart from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on which services the firm provides the client. Fees charged by the firm can include any blend of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Korzo Financial LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Korzo Financial LLC
Palo Alto, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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