ETZ ADVISORY, LLC

ETZ ADVISORY, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 334861). Regulatory assets under management: $1.1B.

Registration

• CRD: 334861
• SEC file number: 801-132134
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334861 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search