Overview
Assets Under Management: $81 million
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 54
Average Client Assets: $1.4 million
Frequently Asked Questions
KATZ FAMILY FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133600), KATZ FAMILY FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
KATZ FAMILY FINANCIAL ADVISORS, LLC is headquartered in ALEXANDRIA, VA.
KATZ FAMILY FINANCIAL ADVISORS, LLC serves 54 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, KATZ FAMILY FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
KATZ FAMILY FINANCIAL ADVISORS, LLC manages $81 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, KATZ FAMILY FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.09%
Average Client Assets: $1.4 million
Total Client Accounts: 310
Non-Discretionary Accounts: 310
Regulatory Filings
CRD Number: 133600
Filing ID: 1717611
Last Filing Date: 2023-03-22 14:45:00