1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KATZ FAMILY FINANCIAL ADVISORS, LLC

Map pinALEXANDRIA, VA
Phone301-961-6030
NotebookSEC #801-81034
Total AUM
$81M
Employees
3
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3307 DUKE STREET
ALEXANDRIA
VA 22314-4522
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
301-961-6030
Other Offices
1

ReceiptFinancials

Total AUM
$81M
Accounts
310
Discretionary
$0
Accounts
0
Non-Discretionary
$81M
Accounts
310

ContactClients

View more in analytics →

Individual Clients
42
AUM
$6.4M
HNW Individual Clients
54
AUM
$74.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMDVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account