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Sura Francis Katz

HARBOR GROUP INTERNATIONAL, LLC·NORFOLK, Virginia
Unclaimed Profile
999 WATERSIDE DRIVE, NORFOLK, VA 23510CRD# 6625626Firm CRD# 285895
01

About

Sura Francis Katz is a registered financial advisor based in NORFOLK, Virginia, affiliated with HARBOR GROUP INTERNATIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HARBOR GROUP INTERNATIONAL, LLC
HARBOR GROUP INTERNATIONAL, LLC
AUM
$3.8B
Regulatory assets under management
Employees
277
Total firm employees
View all advisors at HARBOR GROUP INTERNATIONAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6625626
Firm CRD# 285895
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sura Francis Katz offer?
Sura Francis Katz specializes in Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.
What are Sura Francis Katz's credentials?
Sura Francis Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sura Francis Katz located?
Sura Francis Katz is based in NORFOLK, Virginia, working with HARBOR GROUP INTERNATIONAL, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Sura Francis Katz charge for services?
Sura Francis Katz's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOR GROUP INTERNATIONAL, LLC?
HARBOR GROUP INTERNATIONAL, LLC has approximately 277 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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