AZM FINANCIAL

AZM FINANCIAL is an SEC-registered investment adviser (CRD 288455). Regulatory assets under management: $24.5M.

Registration

• CRD: 288455
• Type: Registered investment adviser
• Phone: (650) 520-0895
• Latest filing: 2026-02-02
• Regulatory AUM: $24.5M
• Discretionary AUM: $24.5M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM.

Clients served: 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 288455 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search