Javier Guzman ortiz
Investment adviser representative at Erguz, LLC
14 yearsExperience
1 stateRegistered in
$889MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Erguz, LLCDec 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Erguz, LLC
$889MAssets managed
51Clients
1Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6202592
- Firm CRD
- 168009