korzo Financial LLC. ("korzo") is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and is based in San Francisco, California, United States. korzo Financial LLC is a subsidiary of korzo Inc. organized as a limited liability company under the laws of the state of Delaware. By using this website, you acknowledge and agree to korzo’s Terms of Use and Privacy Policy. There are risks associated with investing, including the potential loss of principal, and past performance neither guarantees nor assures positive future performance. Investment strategies and advice provided through the app are based on each client’s specific financial situation. Please consider your investment objectives, risk tolerance, and korzo Financial LLC’s fees prior to investing. Pricing information can be found within the pricing page and Form ADV Part 1. Additional information and disclosures can be found within korzo Financial LLC’s Form ADV Part 2 and Form CRS. Market data as well as other forms of alternative data and insights are accessible through the korzo application and are made available through korzo Inc. Products offered by korzo Inc. to clients using the korzo application are not considered investment advice. Literature, articles, and training material made available through the korzo application are for educational purposes only and are not investment or tax advice. Information provided on this site does not constitute an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction where: (1) korzo Financial LLC is not registered or (2) to any person to whom it is not lawful to make such an offer. All investment decisions and portfolio activity services are provided by korzo Financial LLC. All securities related brokerage and custodial services of client funds and securities are maintained by Alpaca Securities LLC, a wholly-owned subsidiary of AlpacaDB, Inc. Alpaca Securities LLC is a qualified custodian, broker-dealer firm, and member of FINRA and SIPC licensed in 50+ US States. The investment of digital assets including cryptocurrencies are also provided by korzo Financial LLC. Cryptocurrency execution and custody services are provided by Alpaca Crypto LLC (NMLS ID 2160858), a wholly-owned subsidiary of AlpacaDB, Inc., through a software licensing agreement between Alpaca Crypto LLC (“Alpaca Crypto”) and korzo Financial LLC. Alpaca Crypto is not a registered broker-dealer or a member of FINRA or SIPC. Cryptocurrencies are not FDIC or SIPC insured. Please ensure that you fully understand the risks involved before trading: Alpaca Securities & Alpaca Crypto - Legal Disclosures. The Securities and Exchange Commission (SEC) does not endorse or recommend products, services, or investments of korzo or its affiliates. Registration with the SEC does not imply a certain level of skill or training. Clients who open a brokerage account with Alpaca Securities LLC and Alpaca Crypto LLC via korzo Financial LLC will have funds held in custody by Alpaca Securities LLC and Alpaca Crypto LLC respectively. korzo® and Unlocking Wealth® are registered trademarks of korzo Inc., registered in multiple countries.

What does it mean to me that korzo AI is a SEC Registered Investment Advisor?