Katz Family Financial Advisors, LLC

Overview

Katz Family Financial Advisors, LLC is an independent, individually owned advisory firm organized as an LLC and state-registered in Delaware, Louisiana, Maryland, New York and Virginia. The firm serves individual and family clients on a percentage-of-assets-under-management fee basis and emphasizes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, plus educational seminars and workshops. Katz Family Financial Advisors does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices