Falists
← Back to search

KROZEL CAPITAL MANAGEMENT, LLC

CRD 174813

Visit website

6424 E. GREENWAY PKWY, SUITE 100, SCOTTSDALE, AZ, 85254, United States

Phone

480-702-2301

Fax

619-956-3928

Registration

— (—)

Source

State registered

Total AUM

$9.5M

Discretionary AUM

$9.5M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals31$4.9M

All web addresses on file

Official SEC filing: View on IAPD