RIA Intelligence

ERGUZ, LLC

CRD #168009 SEC #801-78230 THE WOODLANDS, TX 832-631-6284
SEC Registered
Total AUM
$804M
Discretionary
$804M
Employees
1
Clients
--
Accounts
158

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control
GUZMAN ORTIZ, JAVIERIMANAGING MEMBER, CCOE Control

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (2)

DE TX

Address

9595 SIX PINES DR.
SUITE 8210
THE WOODLANDS, TX 77380
United States
Phone: 832-631-6284