KATZ FAMILY FINANCIAL ADVISORS, LLC

ALEXANDRIA, Virginia·3 registered advisors·CRD# 133600
SEC# 801-810341301-961-6030
01

Firm Overview

AUM
$81M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at KATZ FAMILY FINANCIAL ADVISORS, LLC

3 registered advisors
Lawrence Wolfred Katz
ALEXANDRIA, Virginia
Mark Edward Katz
ALEXANDRIA, Virginia
Susan Katz
ALEXANDRIA, Virginia
05

Office Locations

ALEXANDRIA, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. KATZ FAMILY FINANCIAL ADVISORS, LLC (CRD# 133600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.