Javier
Guzman Ortiz
Erguz, LLC
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About this Advisor
Javier Guzman Ortiz is a financial advisor working in Spring, Texas, with 10 years of industry experience. Guzman Ortiz works at Erguz, LLC. They have been an employee of Erguz, Llc for their complete career. Guzman Ortiz maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Texas. Erguz, LLC is an advisory company headquartered in Spring, TX. It handles $580 million in assets among its 119 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 119 accounts, 100% belong to high-net-worth clients who have at least $1 million in assets. Erguz, Llc provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the services provided. Fee types billed by Erguz, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Erguz, LLC Brokerage Details
$580,000,000
1
119
$4,873,950
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Javier Guzman Ortiz Work History
Javier has been registered as a financial advisor for 10 years.*
Erguz, 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 Javier Guzman Ortiz 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 Erguz, LLC
Spring, TX
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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