EZ FINANCIAL GROUP INC.

EZ FINANCIAL GROUP INC. is an SEC-registered investment adviser (CRD 143813). Regulatory assets under management: $7.7M.

Registration

• CRD: 143813
• Type: Registered investment adviser
• Phone: 832-392-7999
• Latest filing: 2025-03-28
• Regulatory AUM: $7.7M
• Discretionary AUM: $4.7M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143813 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search