HZ INVESTMENTS INC.

Adviser information for HZ INVESTMENTS INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Maryland, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	114	$496.5M
Non-Discretionary	0	$0
Total	114	$496.5M

Clients

Type	Number	RAUM
Individuals	<5	$148,865
HNW Individuals	28	$496.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-120217
SEC ERA File Number	801-120217
SEC CIK Numbers	None
SEC CRD Numbers	312268
Legal Entity Identifier	None

Principal Office

5610 WISCONSIN AVE #108
CHEVY CHASE
MD
United States

Monday - Friday, 9:00AM - 5:00PM

Tel: 301-922-7631, Fax: N/A

Chief Compliance Officer

HAROLD ZIRKIN

PRESIDENT & CHIEF COMPLIANCE OFFICER

5610 WISCONSIN AVE #108

CHEVY CHASE

United States

Tel: 301-922-7631

Fax: N/A

H*****@*********T

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners