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HZ INVESTMENTS INC.

CHEVY CHASE, MD · CRD 312268 · IAPD ↗ · 301-922-7631

$591.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — HZ INVESTMENTS INC. crossed $500M in regulatory AUM ($496.5M -> $536.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.