Katz Family Financial Advisors, LLC
Katz Family Financial Advisors, LLC is an SEC-registered ria with $81.0M assets under management (AUM, regulatory AUM), -16% over one year. See who owns Katz Family Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133600, data through 2023-03-22.
- AUM (assets under management / regulatory AUM)
- $81.0M (2023-03-22)
- Firm type
- Ria
- Employees
- 3
- Clients
- 96
- CRD
- 133600
- Ownership
- KATZ, LAWRENCE, WOLFRED; KATZ, MARK, EDWARD; KATZ, SUSAN, (NMN); KATZ, SUSAN; KLUG, KEITH, ALDEN
How much AUM does Katz Family Financial Advisors, LLC have?
Katz Family Financial Advisors, LLC reported $81.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-03-22).
Who owns Katz Family Financial Advisors, LLC?
Disclosed owners and executives of Katz Family Financial Advisors, LLC include KATZ, LAWRENCE, WOLFRED, KATZ, MARK, EDWARD, KATZ, SUSAN, (NMN), KATZ, SUSAN, KLUG, KEITH, ALDEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.