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- Custodian
- Assetmark · Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- HarborFocus +more
- Established Date
- 07-18-2019
- Office Locations
- 1
Office Locations
About Katz-Moses Financial LLC
Katz-Moses Financial is a fee-only CFP practice led by founder Andrew Katz-Moses, serving progressive government employees and retirees in DC, Maryland, Virginia and beyond. The firm delivers comprehensive planning (cash flow, tax, retirement, student loan repayment/forgiveness, college savings) plus ongoing investment management, with portfolios primarily implemented using ETFs. Katz-Moses is a former teacher and DC government employee and has been featured in outlets including NPR.
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Owner & Executives
Andrew Gordin Katz-Moses
Chief Compliance Officer, Founder
- CRD
- #7147274
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,437,540 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,437,540 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,437,540
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,736,705,704 | 51.0% |
| Public Funds | $1,668,599,597 | 49.0% |
| Total | $3,405,305,301 | 100.0% |