Katz Family Financial Advisors, LLC

Katz Family Financial Advisors, LLC (CRD# 133600) is a financial advisory firm headquartered in Alexandria, VA. They manage $88,530,921 in 305 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

3307 Duke Street, Alexandria, VA 22314

http://www.katzfamilyfinancial.com

By the Numbers

Total Assets Under Management

89

MILLION
Total Number of Accounts

305

ACCOUNTS
Average Account Value

$290,265

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

DE, LA, MD, NY, VA

Financial Advisors at Katz Family Financial Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Mark E. Katz

CRD#: 2018814

3307 Duke Street, Alexandria, VA 22314

Mark Katz (CRD# 2018814) is an Investment Advisor Representative working at Katz Family Financial Advisors, LLC in Alexandria, VA and has over 34 years of experience in the finance industry.

Jacob Katz

CRD#: 7737256

3307 Duke Street, Alexandria, VA 22314

Jacob Katz (CRD# 7737256) is an Investment Advisor Representative working at Katz Family Financial Advisors, LLC in Alexandria, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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