Henry Criz
Henry Criz is a registered investment advisor at Patrick Mauro Investment Advisor, INC., based in Oak Brook, IL, with 20 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 141 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Location
Oak Brook, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Henry is a teacher and director at Moraine Music Academy since 2001. This non-investment related activity takes about a third of his time, with minimal time during market hours.
Employment History
Current Registrations
Patrick Mauro Investment Advisor, INC.
State Registrations1 state
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