Katz Family Financial Advisors, LLC

Katz Family Financial Advisors, LLC (CRD# 133600) is a financial advisory firm headquartered in Alexandria, VA. They manage $103,858,485 in 670 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $155,013
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

CA, DC, MD, NY, VA, WA

Financial Advisors at Katz Family Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark E. Katz
CRD#: 2018814
3307 Duke Street, Alexandria, VA 22314
93
Wealthminder
score

Mark Katz (CRD# 2018814) is an Investment Advisor Representative working at Katz Family Financial Advisors, LLC in Alexandria, VA and has over 27 years of experience in the finance industry.

2
Susan Katz
CRD#: 2037771
1605 Nw Sammamish Road, Suite 250, Issaquah, WA 98027
93
Wealthminder
score

Susan Katz (CRD# 2037771) is an Investment Advisor Representative working at Katz Family Financial Advisors, LLC in Issaquah, WA and has over 13 years of experience in the finance industry.

3
Lawrence W. Katz
CRD#: 265049
3307 Duke Street, Alexandria, VA 22314
63
Wealthminder
score

Lawrence Katz (CRD# 265049) is an Investment Advisor Representative working at Katz Family Financial Advisors, LLC in Alexandria, VA and has over 26 years of experience in the finance industry.

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