Erguz, LLC
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Overview
Erguz, LLC is located at 9595 Six Pines Dr., Spring, TX. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Erguz, LLC is not a registered broker-dealer.
Erguz, LLC oversees $720.7 million in assets under management across 46 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses. The firm caters to high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Erguz, LLC includes asset-based and fixed fees. The firm has 46 high net worth clients.
Erguz, LLC is registered in the states of Delaware and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Erguz, LLC by the Numbers
$720.7 million
1
46
$15.7 million
Fee Structure
Fees for financial management largely vary depending on which services are offered. Fees billed by Erguz, LLC may include some combination of the following fee structures: asset-based or fixed.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to high net worth investors. Erguz, LLC's largest client type by number of accounts is high net worth investors, although it also serves 46 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Erguz, LLC
Spring, TX
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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