Harold
Zirkin
Hz Investments Inc
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About this Advisor
Harold Zirkin is a chartered financial analyst operating out of Chevy Chase, Maryland. Zirkin is currently employed by Hz Investments Inc. Throughout their career, they have worked at United Capital Financial Advisers, LLC, Harold Zirkin Fiduciary Services, Inc and Hz Investments Inc. Zirkin has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Maryland. Hz Investments Inc is an advisory business based in Chevy Chase, MD. It administers $425 million in assets under management across its 28 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 28 client accounts, 100% belong to high-net-worth individuals who have at least $1 million in assets. Hz Investments Inc offers portfolio management for individuals and small businesses. Fees for financial management typically vary depending on the financial services offered. However, fee types billed by Hz Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hz Investments Inc Brokerage Details
$424,927,050
1
28
$15,175,966
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Harold Zirkin Work History
Harold has been registered as a financial advisor for 0 years.*
Hz Investments Inc
Harold Zirkin Fiduciary Services, Inc
United Capital Financial Advisers, LLC
*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 Harold Zirkin 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 Hz Investments Inc
Chevy Chase, MD
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