Clark D Edlund

Caz Investments L.P.

14 Years of Experience

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Areas of Practice

Investment ManagementAlternative Investments

Caz Investments L.P.

Compensation

Fee-Only (AUM)

Firm Size

25 advisors

Number of Clients

94 clients

Average Client Portfolio

$92.1M average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Investment management only

Location

One Riverway, Suite 2000, Houston, TX, 77056

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Caz Investments L.P.

February 2016 - Present · 10 yrs

Previous Registrations

Zt Wealth Advisory

November 2015 - February 2016 · 3 mos

Mha Financial CORP

May 2014 - November 2015 · 1 yr 6 mos

LPL Financial Corporation

July 2008 - February 2009 · 7 mos

First Advisors, INC.

July 2007 - July 2008 · 1 yr

AXA Advisors, LLC

April 2006 - July 2007 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.