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KA

Khurram Z. Agha

MANZIL INVESTMENT ADVISORS
Frisco, TX
Some features on this profile are disabled
CRD#: 7249815
KA

Professional summary

Khurram Zubair Agha, who also goes by Khurram Z Agha, Khurram Agha, is a registered financial advisor currently at MANZIL INVESTMENT ADVISORS, LLC located in Frisco, Texas.

Khurram is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Khurram has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Khurram Z Agha | Khurram Agha

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Founder of Aghaz Investments, Inc. This is the SAME firm I am applying for registration as an IAR as well

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Khurram Zubair Agha's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 8, 2024 - Present

MANZIL INVESTMENT ADVISORS, LLC

RIA
CRD#: 308500
Frisco, TX
Past

July 15, 2020 - December 31, 2023

MANZIL INVESTMENT ADVISORS, LLC

RIA
CRD#: 308500
FRISCO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MANZIL INVESTMENT ADVISORS, LLC
AGHAZ INVESTMENT ADVISORS, LLC | MANZIL INVESTMENT ADVISORS, LLC | MANZIL INVEST | MANZIL INC.

CRD#: 308500 / SEC#: 801-118747

RIA
Registered Investment Advisory firm - (5/14/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/2020
Uniform Investment Adviser Law Examination

Current Firm

MI
MANZIL INVESTMENT ADVISORS, LLC
AGHAZ INVESTMENT ADVISORS, LLC | MANZIL INVESTMENT ADVISORS, LLC | MANZIL INVEST | MANZIL INC.

CRD#: 308500 / SEC#: 801-118747

RIA
Registered Investment Advisory firm - (5/14/2020 Approved)
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Contact information

Main Address
Frisco, TX
Mailing Address
Phone number
(425) 202-6196
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MANZIL INVESTMENT ADVISORS, LLC FORM ADV PART 2A - BROCHURE (6/20/2025)
MANZIL INVESTMENT ADVISORS, LLC PART 2A - APPENDIX 1 OF FORM ADV (6/20/2025)

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 5,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MANZIL INVESTMENT ADVISORS, LLC

CRD#: 308500Frisco, TX

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