Unclaimed Profile

Susan Katz

KATZ FAMILY FINANCIAL ADVISORS, LLC·ALEXANDRIA, Virginia

Clean recordKATZ FAMILY FINANCIAL ADVISORS, LLC

3307 DUKE STREET, ALEXANDRIA, VA 22314-4522CRD# 2037771Firm CRD# 133600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Katz · ALEXANDRIA, VA

Registration

CRD #2037771 · KATZ FAMILY FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

KATZ FAMILY FINANCIAL ADVISORS, LLC

AUM

$81M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KATZ FAMILY FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2037771

Firm CRD# 133600

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Katz offer?

Susan Katz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Susan Katz's credentials?

Susan Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Katz located?

Susan 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 Susan Katz charge for services?

Susan 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.

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