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David Jay Katz

ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC·RYE BROOK, New York
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C/O LARCH LANE ADVISORS LLC, RYE BROOK, NY 10573CRD# 2813039Firm CRD# 171259
01

About

David Jay Katz is a registered financial advisor based in RYE BROOK, New York, affiliated with ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC
AUM
$59M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2813039
Firm CRD# 171259
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jay Katz offer?
David Jay Katz specializes in Investment Management, Fee-Only Advisory. Contact their office in RYE BROOK, New York for a consultation.
What are David Jay Katz's credentials?
David Jay Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jay Katz located?
David Jay Katz is based in RYE BROOK, New York, working with ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does David Jay Katz charge for services?
David Jay Katz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC?
ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC has approximately 11 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RYE BROOK
Barry Scott Ipp — ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLCDavid P May — STRATEGIC PARTNERS INVESTMENT ADVISORS, INC.Geoffrey Brian Doyle — LARCH LANE ADVISORS LLCJeffrey Marc Glick — SCHULTZE ASSET MANAGEMENT, LPEdward Halsey Desloge — GEFINOR CAPITAL MANAGEMENT, INC.
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Research
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