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Daniel Lawrence Katz

REVOLVE WEALTH PARTNERS, LLC·HACKENSACK, New Jersey
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411 HACKENSACK AVENUE, HACKENSACK, NJ 07601CRD# 4830089Firm CRD# 286643
01

About

Daniel Lawrence Katz is a registered financial advisor based in HACKENSACK, New Jersey, affiliated with REVOLVE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REVOLVE WEALTH PARTNERS, LLC
REVOLVE WEALTH PARTNERS, LLC
AUM
$1.0B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at REVOLVE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4830089
Firm CRD# 286643
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Lawrence Katz offer?
Daniel Lawrence Katz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HACKENSACK, New Jersey for a consultation.
What are Daniel Lawrence Katz's credentials?
Daniel Lawrence Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Lawrence Katz located?
Daniel Lawrence Katz is based in HACKENSACK, New Jersey, working with REVOLVE WEALTH PARTNERS, LLC. Their office serves clients in the HACKENSACK metropolitan area and surrounding communities.
How does Daniel Lawrence Katz charge for services?
Daniel Lawrence Katz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REVOLVE WEALTH PARTNERS, LLC?
REVOLVE WEALTH PARTNERS, LLC has approximately 18 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Steven Cull Carhart — TRUST & FIDUCIARY INCOME PARTNERS LLCJames Louis Copell — TRUST & FIDUCIARY INCOME PARTNERS LLCMark Steven Germain — BEACON WEALTH MANAGEMENT LLCEric Zachs — BEACON WEALTH MANAGEMENT LLCEdward Nmn Papier — AMADEUS WEALTH ALTERNATIVES, INC.
Nearby cities in New Jersey
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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