Michael
De Luz
Lazari Capital Management, Inc
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About this Advisor
Michael De Luz is a financial advisor working in Canoga Park, California with 5 years of industry experience. De Luz is an advisor for Lazari Capital Management, Inc. Over the course of their career, they have held roles at Cabot Lodge Securities LLC, Cl Wealth Management LLC, Financial West Group, N/A, Niagara International Capital Limited, Chalice Wealth Advisors, Kovack Advisors, Inc, Integrity Brokerage LLC, Hennion & Walsh, Kovack Securities Inc, Lazari Capital Management and Kovack Securities, Inc. De Luz maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in California. Lazari Capital Management, Inc is a company based out of Canoga Park, CA. It has a total of nine advisors. It controls $399 million in total assets between its 761 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 761 client accounts, just 14% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Lazari Capital Management, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees vary depending on the type of services. However, fees charged by Lazari Capital Management, Inc can include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lazari Capital Management, Inc Brokerage Details
$398,591,539
9
761
$523,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael De Luz Work History
Michael has been registered as a financial advisor for 5 years.*
Integrity Brokerage LLC
Kovack Advisors, Inc
Kovack Securities, Inc
Lazari Capital Management
Kovack Securities Inc
Financial West Group
Niagara International Capital Limited
Chalice Wealth Advisors
N/A
Cabot Lodge Securities LLC
Cl Wealth Management LLC
Financial West Group
Hennion & Walsh
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael De Luz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lazari Capital Management, Inc
Canoga Park, CA
Canoga Park, CA
Glendale, CA
Canoga Park, CA
Canoga Park, CA
Canoga Park, CA
Canoga Park, CA
Canoga Park, CA
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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