DBA: ETZ ADVISORY LLC
| Total AUM | $1.14B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $1.14B |
| Client Accounts | 3 |
| Avg Account Size | $381.4M |
| Employees | 3 |
| Peak AUM | $1.20BJul 2025 |
| AUM CAGR | -4.0% /yrover 1 yrs · 8 filings |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | — | — | — | |
| Non-Disc. AUM | $1.1B | — | |||
| Total AUM | $1.14B |
| Discretionary | $0 |
| Employees | 3 |
| Client Accounts | 3 |
| Client Range | 0 |
Phone
720-936-3368
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$1.1B
100.0% of AUM
No related registrations reported
| — |
| Total Accounts | 3 | — | — | — |
| Avg Account Size | $381M | — | — | — |
| Employees | 3 | +200.0% | — | — |
| AUM / Employee | $381M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | — | — | — | |
Client Count Segments | |||||
| Individuals | 3 | — | — | — | |