Katana Capital LLC

Katana Capital LLC (CRD# 144882) is a financial advisory firm headquartered in , . They manage $17,574,705 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $17,574,705
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Katana Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert K. Niewijk
CRD#: 5397775
Oak Park, IL
73
Wealthminder
score

Robert Niewijk (CRD# 5397775) is an Investment Advisor Representative working at Katana Capital LLC in Oak Park, IL and has over 9 years of experience in the finance industry.

2
Charles M. Songhurst
CRD#: 5397778
,
73
Wealthminder
score

Charles Songhurst (CRD# 5397778) is an Investment Advisor Representative working at Katana Capital LLC in , and has over 9 years of experience in the finance industry.

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