KATZ FAMILY FINANCIAL ADVISORS, LLC

Overview

Katz Family Financial Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients through fee-based portfolio management and financial planning. The firm leans toward equity-centered portfolios: its filings show a clear preference for exchange-traded equities and ETFs as the primary implementation vehicles. Services include discretionary portfolio management, non-discretionary advisory relationships, and educational seminars and workshops aimed at clients and prospects. Fee billing is a percentage of assets under management, and the firm structures portfolios around liquid public markets while supplementing core equity exposure with third‑party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices