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Building 2KATZ FAMILY FINANCIAL ADVISORS, LLC

Map pinISSAQUAH, WA
Phone425-657-2205
NotebookSEC #801-63959
Total AUM
$63.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1605 NW SAMMAMISH ROAD
SUITE 250
ISSAQUAH
WA 98027
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
425-657-2205

ReceiptFinancials

Total AUM
$63.4M
Accounts
502
Discretionary
$0
Accounts
0
Non-Discretionary
$63.4M
Accounts
502

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE PLANNING; ADVISE EMPLOYEES OF 401K
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCMDNYVAWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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