AdvisorOS Directory
Claim Profile
NK

Neil Katz

ARCTARIS IMPACT INVESTORS, LLC·WELLESLEY, Massachusetts
Unclaimed Profile
20 WILLIAM STREET, WELLESLEY, MA 02481CRD# 7719684Firm CRD# 306898
01

About

Neil Katz is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with ARCTARIS IMPACT INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARCTARIS IMPACT INVESTORS, LLC
ARCTARIS IMPACT INVESTORS
AUM
$353M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at ARCTARIS IMPACT INVESTORS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: FIXED INCOME SERVICING, LAUNCH, ACQUISITION AND DISPOSITION FEES
Regulatory
SEC/IARD CRD# 7719684
Firm CRD# 306898
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WELLESLEY?

Browse all registered financial advisors in WELLESLEY, Massachusetts or claim this profile if it's yours.

Browse WELLESLEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Neil Katz offer?
Neil Katz specializes in Retirement Planning. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Neil Katz's credentials?
Neil Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Katz located?
Neil Katz is based in WELLESLEY, Massachusetts, working with ARCTARIS IMPACT INVESTORS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Neil Katz charge for services?
Neil Katz's firm is compensated through percentage of aum, performance-based fees, other: fixed income servicing, launch, acquisition and disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCTARIS IMPACT INVESTORS, LLC?
ARCTARIS IMPACT INVESTORS, LLC has approximately 31 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WELLESLEY
Sandy M Capobianco — SAVIOR LLCJohn Michael Phelps — THE RELAXING RETIREMENT COACH, INC.John Whipple Filoon — WESTON FINANCIAL GROUP INCRoger William Wade — GW & WADE, LLCMary Jule Guilfoile — BEACON ENERGY INVESTORS II, L.P.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile