AFZALI INVESTMENTS, LLC

AFZALI INVESTMENTS, LLC of ROLLING HILLS ESTATES, CA is an SEC-registered investment adviser (CRD 305104). Regulatory assets under management: $7.8M.

Registration

• CRD: 305104
• Type: Registered investment adviser
• Location: 609 DEEP VALLEY DRIVE, ROLLING HILLS ESTATES, CA, 90274
• Phone: 310-896-2317
• Latest filing: 2026-02-17
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.8M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Performance.

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 305104 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search