THIRD STANZA GROUP

THIRD STANZA GROUP is an SEC-registered investment adviser (CRD 337630). Regulatory assets under management: $38K.

Registration

• CRD: 337630
• Type: Registered investment adviser
• Phone: 480-221-8798
• Latest filing: 2026-03-09
• Regulatory AUM: $38K
• Discretionary AUM: $38K
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337630 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search