KORZO FINANCIAL LLC

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UUID0475946e-8738-5f1d-8b2c-7fc033f08254

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	323459	323459	—	1.0
sec_file_number	801-127236	801-127236	—	—

Profile

Websitehttps://www.youtube.com/@korzoai

HQ CitySAN FRANCISCO

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)0.0
RAUM (discretionary)0.0
Actionable assets—
Accounts0.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BANNING, JEREMY, FRIMPONG	CHIEF AML OFFICER	OFFICER	—	{"filing_id": "2016136", "owner_id": "7662887", "source": "adv_part1", "table": "Schedule_A_B"}
KORZO INC.	HOLDING COMPANY	OFFICER	—	{"filing_id": "2016136", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VILA, CARLES, NMN	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2016136", "owner_id": "7662888", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

BANNING, JEREMY, FRIMPONG

CHIEF AML OFFICER

OFFICER

—

{"filing_id": "2016136", "owner_id": "7662887", "source": "adv_part1", "table": "Schedule_A_B"}

KORZO INC.

HOLDING COMPANY

OFFICER

—

{"filing_id": "2016136", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

VILA, CARLES, NMN

CHIEF EXECUTIVE OFFICER

OFFICER

—

{"filing_id": "2016136", "owner_id": "7662888", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/15/2025 04:07:37 PM",
  "filing_id": "2016136",
  "reg_type": "IA"
}
```

KORZO FINANCIAL LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1