Unclaimed Profile

Jerry Katz

MARLIN MANAGEMENT COMPANY, LLC·HERMOSA BEACH, California

Clean recordMARLIN MANAGEMENT COMPANY, LLC

338 PIER AVE, HERMOSA BEACH, CA 90254CRD# 6030117Firm CRD# 160672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Katz · HERMOSA BEACH, CA

Registration

CRD #6030117 · MARLIN MANAGEMENT COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jerry Katz is a registered financial advisor based in HERMOSA BEACH, California, affiliated with MARLIN MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MARLIN MANAGEMENT COMPANY, LLC

MARLIN EQUITY PARTNERS

AUM

$8.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARLIN MANAGEMENT COMPANY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6030117

Firm CRD# 160672

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jerry Katz offer?

Jerry Katz specializes in Retirement Planning. Contact their office in HERMOSA BEACH, California for a consultation.

What are Jerry Katz's credentials?

Jerry Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Katz located?

Jerry Katz is based in HERMOSA BEACH, California, working with MARLIN MANAGEMENT COMPANY, LLC. Their office serves clients in the HERMOSA BEACH metropolitan area and surrounding communities.

How does Jerry Katz charge for services?

Jerry Katz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARLIN MANAGEMENT COMPANY, LLC?

MARLIN MANAGEMENT COMPANY, LLC has approximately 75 employees and manages $8.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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