William
Van Buren Iv
Caz Investments L.P
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About this Advisor
William Van Buren Iv is a financial advisor working in Houston, Texas with a total of 4 years of relevant experience. Van Buren Iv currently works for Caz Investments L.P. Their career trajectory has included roles at Caz Investments Lp, Benchmark International, Lifenet Health and College Of Charleston. Van Buren Iv maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Texas. Caz Investments L.P is a registered investment firm that has its headquarters in Houston, TX. It manages $5 billion in assets across its 6,897 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 6,897 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. Caz Investments L.P provides a wide range of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees vary depending on the type of services. Fee types billed by Caz Investments L.P can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caz Investments L.P Brokerage Details
$5,015,915,036
33
6,897
$727,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Van Buren Iv Work History
William has been registered as a financial advisor for 4 years.*
Caz Investments Lp
Benchmark International
Lifenet Health
College Of Charleston
*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 William Van Buren Iv 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 Caz Investments L.P
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, 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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