AdvisorOS Directory
Claim Profile
Unclaimed Profile
LK

Lawrence Wolfred Katz

KATZ FAMILY FINANCIAL ADVISORS, LLC·ALEXANDRIA, Virginia
Clean recordKATZ FAMILY FINANCIAL ADVISORS, LLC
3307 DUKE STREET, ALEXANDRIA, VA 22314-4522CRD# 265049Firm CRD# 133600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Wolfred Katz · ALEXANDRIA, VA
Registration
CRD #265049 · KATZ FAMILY FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Wolfred Katz is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with KATZ FAMILY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Lawrence

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lawrence is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
KATZ FAMILY FINANCIAL ADVISORS, LLC
KATZ FAMILY FINANCIAL ADVISORS, LLC
AUM
$81M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KATZ FAMILY FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 265049
Firm CRD# 133600
View on FINRA BrokerCheck →

Looking for a financial advisor in ALEXANDRIA?

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

Browse ALEXANDRIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lawrence Wolfred Katz offer?
Lawrence Wolfred Katz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Lawrence Wolfred Katz's credentials?
Lawrence Wolfred Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Wolfred Katz located?
Lawrence Wolfred Katz is based in ALEXANDRIA, Virginia, working with KATZ FAMILY FINANCIAL ADVISORS, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Lawrence Wolfred Katz charge for services?
Lawrence Wolfred 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 KATZ FAMILY FINANCIAL ADVISORS, LLC?
KATZ FAMILY FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $81M 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 at KATZ FAMILY FINANCIAL ADVISORS, LLC

Mark Edward Katz
ALEXANDRIA, VA
Susan Katz
ALEXANDRIA, VA

More Advisors in ALEXANDRIA, Virginia

Edward Scott Darling
DYSON CAPITAL ADVISORS, LLC·ALEXANDRIA, VA
Jason Robert Booma
COLUMBIA CAPITAL, L.P.·ALEXANDRIA, VA
Jeffrey Haslow
MOTLEY FOOL WEALTH MANAGEMENT, LLC·ALEXANDRIA, VA
Robert Francis Oneill
MCGINN, MCKEAN & O'NEILL, INC.·ALEXANDRIA, VA
Sonya Ricketts
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC·ALEXANDRIA, VA
Donald Alban Doering
COLUMBIA CAPITAL, L.P.·ALEXANDRIA, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (546)ARLINGTON (217)MCLEAN (205)CHARLOTTESVILLE (198)RESTON (142)VIENNA (96)VIRGINIA BEACH (84)NORFOLK (73)FAIRFAX (58)GLEN ALLEN (57)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile