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Building 2AZA CAPITAL MANAGEMENT

Map pinCHICAGO, IL
Phone312-429-0880
NotebookSEC #801-54428
Total AUM
$339.6M
Employees
8
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 W JACKSON BLVD
SUITE 3332
CHICAGO
IL 60604
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
312-429-0880
Other Offices
4

ReceiptFinancials

Total AUM
$339.6M
Accounts
839
Discretionary
$334.9M
Accounts
826
Non-Discretionary
$4.7M
Accounts
13

ContactClients

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Individual Clients
226
AUM
$73.5M
HNW Individual Clients
105
AUM
$234.4M
Pension/Profit Sharing Plan Clients
8
AUM
$27.7M
Charitable Organization Clients
1
AUM
$423.8K
Investment Advisor Clients
1
AUM
$353.2K
Corporation or Business Clients
6
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACTFLGAILLAMIMOOHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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