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Loren Mark Katzovitz

DEIMOS ASSET MANAGEMENT LLC·PURCHASE, New York
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4 MANHATTANVILLE ROAD, 4TH FLOOR, PURCHASE, NY 10577CRD# 1297659Firm CRD# 174690
01

About

Loren Mark Katzovitz is a registered financial advisor based in PURCHASE, New York, affiliated with DEIMOS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DEIMOS ASSET MANAGEMENT LLC
DEIMOS ASSET MANAGEMENT LLC
AUM
$349M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at DEIMOS ASSET MANAGEMENT LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1297659
Firm CRD# 174690
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loren Mark Katzovitz offer?
Loren Mark Katzovitz specializes in Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Loren Mark Katzovitz's credentials?
Loren Mark Katzovitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loren Mark Katzovitz located?
Loren Mark Katzovitz is based in PURCHASE, New York, working with DEIMOS ASSET MANAGEMENT LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Loren Mark Katzovitz charge for services?
Loren Mark Katzovitz'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 DEIMOS ASSET MANAGEMENT LLC?
DEIMOS ASSET MANAGEMENT LLC has approximately 34 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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