Katz-Moses Financial LLC

Overview

Katz-Moses Financial LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, while also serving institutional clients. The firm delivers advice through a mix of fee arrangements — percentage of assets under management, hourly and fixed fees — and supplements its advisory work with educational seminars and workshops. Its stated investment preference is equities, with a clear tilt toward exchange-traded securities. Katz-Moses is not positioned as an active ESG investor, does not act as a capital allocator, and reports its advisory activity on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices