CRD: 133600
Katz Family Financial Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-04-2005
- Office Locations
- 1
Office Locations
About Katz Family Financial Advisors, LLC
Katz Family Financial Advisors is a three-generation, family-run boutique RIA with 55 years in research and asset management. The firm builds selectively invested, actively managed portfolios guided by disciplined proprietary research, serving families, individuals, and organizations as ongoing portfolio managers and trusted planning partners. Portfolios are implemented heavily with ETFs and commonly custodied at Fidelity/NFS.
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Owner & Executives
MARK EDWARD KATZ
Chief Compliance Officer, Managing Member, Senior Vice President
- CRD
- #2018814
- Ownership
- 75% or more
Jacob Katz
Managing Member
- CRD
- #7737256
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,479,425 | -- |
| Non-Discretionary | $29,443,938 | $261,348 |
| Total | $110,923,363 | $261,348 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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