HZ INVESTMENTS INC.
CRD #312268 SEC #801-120217 CHEVY CHASE, MD 301-922-7631
SEC Registered
Total AUM
$536.7M
Discretionary
$536.7M
Employees
1
Clients
--
Accounts
96
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $536.7M | $536.7M | $0 | 1 | 0 |
| Mar 2024 | $496.5M | $496.5M | $0 | 1 | 0 |
| Oct 2023 | $424.9M | $424.9M | $0 | 1 | 0 |
| Mar 2023 | $424.9M | $424.9M | $0 | 1 | 0 |
| Mar 2022 | $469M | $469M | $0 | 1 | 0 |
| Jun 2021 | $333.3M | $333.3M | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$536.7M
Discretionary$536.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$496.5M
Discretionary$496.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$424.9M
Discretionary$424.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$424.9M
Discretionary$424.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$469M
Discretionary$469M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0