Urenna Okoye is a registered investment advisor at Izuchi LLC, based in Beltsville, MD, with 1 years of industry experience. Urenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Izuchi, LLC does not offer direct asset management services. Instead, they provide investment monitoring and consulting services where they recommend how to allocate your investments within a self-directed brokerage account. They will periodically review your portfolio and make recommendations, but you will manage the investments yourself.
Location
Beltsville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Urenna provides financial education services through Izuchi LLC and manages rental property. These activities take about 10-20% of her time.
Employment History
Current Registrations
Izuchi LLC
Previous Registrations
Csp Financial Group LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.