Investment adviser · CRD 323459

KORZO FINANCIAL LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Sep 15, 2025

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 15, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Subscription

Principal office

535 MISSION ST, 14TH FLOOR
SAN FRANCISCO, CA, 94105, United States

CRD 323459

Filing source

Form ADV 2016136 · Sep 15, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.