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Alza Investment Advisor LTDA

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Sao Paulo, Brazil
CRD Number
Website com.br
Client types

Overview

Alza Assessor de Investimentos LTDA is a privately held Brazilian investment-advisory business headquartered in São Paulo. It supports individual clients with financial diagnosis, personalized planning, investment allocation, risk management, and succession planning. The firm maintains a financial-product distribution agreement with XP Investimentos and may execute capital-market transactions for clients within Brazilian regulations. Clients retain access to and control of their investment accounts through XP’s platform. Alza states that it does not administer or exercise discretionary management over client assets. Its website reports more than R$450 million under custody, more than 700 clients, and over 2,500 recorded client achievements.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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