# ETZ ADVISORY, LLC

ETZ ADVISORY, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 334861
- Type: SEC-registered investment adviser
- SEC file number: 801-132134
- Location: 5 SE MARTIN LUTHER KING JR. BLVD, UNIT 717, PORTLAND, OR, 97214
- Phone: 720-936-3368
- Latest filing: 2026-07-08
- Regulatory AUM: $1.1B
- Non-discretionary AUM: $1.1B
- Clients: 3
- Accounts: 3

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jiazi Guo | CEO; CEO, CCO | New York, NY |
| Samuel G Johnson | CCO | — |
| Yisroel Bergida | CHIEF COMPLIANCE OFFICER | — |
| Christina Rea | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334861/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334861/similar
- Related entities: https://search.stillhousedata.com/firm/334861/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334861

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.