Katz Financial, LLC
Katz Financial, LLC (CRD# 144812) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Katz Financial, LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States

Registered Investment Advisor
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
Financial Advisors at Katz Financial, LLC
1
Irving Katz (CRD# 265024) is an Investment Advisor Representative working at Katz Financial, LLC in San Clemente, CA and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.