AdvisorOS Directory
Claim Profile
Unclaimed Profile
JO

Javier Guzman Ortiz

ERGUZ, LLC·THE WOODLANDS, Texas
Clean recordERGUZ, LLC
9595 SIX PINES DR., THE WOODLANDS, TX 77380CRD# 6202592Firm CRD# 168009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Javier Guzman Ortiz · THE WOODLANDS, TX
Registration
CRD #6202592 · ERGUZ, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Javier Guzman Ortiz is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with ERGUZ, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Javier

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Javier is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ERGUZ, LLC
ERGUZ, LLC
AUM
$721M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ERGUZ, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6202592
Firm CRD# 168009
View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Javier Guzman Ortiz offer?
Javier Guzman Ortiz specializes in Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Javier Guzman Ortiz's credentials?
Javier Guzman Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Javier Guzman Ortiz located?
Javier Guzman Ortiz is based in THE WOODLANDS, Texas, working with ERGUZ, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Javier Guzman Ortiz charge for services?
Javier Guzman Ortiz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ERGUZ, LLC?
ERGUZ, LLC has approximately 1 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in THE WOODLANDS, Texas

Jose Luis Llamas
QUATTRO FINANCIAL ADVISORS LLC·THE WOODLANDS, TX
Henry John Pizzutello
HFG WEALTH MANAGEMENT, LLC·THE WOODLANDS, TX
Jared Michael Machen
BWM PLANNING LLC·THE WOODLANDS, TX
Jose Ernesto
QUATTRO FINANCIAL ADVISORS LLC·THE WOODLANDS, TX
Barbara Kathryn Jenks
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC·THE WOODLANDS, TX
Charles Andrew Robinson
CAYMUS CAPITAL PARTNERS, L.P.·THE WOODLANDS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile