← Back to searchVisit website
KATZ FAMILY FINANCIAL ADVISORS, LLC
CRD 133600 · SEC 801-81034
3307 DUKE STREET, ALEXANDRIA, VA, 22314-4522, United States
Phone
301-961-6030
Fax
301-542-0033
Registration
— (—)
Source
State registered
Total AUM
$110.9M
Discretionary AUM
$81.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $22.0M |
| High net worth individuals | 36 | $88.9M |
All web addresses on file
Official SEC filing: View on IAPD