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KATZ CAPITAL ADVISORS

KATZ CAPITAL ADVISORS LLC

CRD 334834

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217 W BEECH ST, CALDWELL, ID, 83605, United States

Phone

208 850 5289

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2025-01-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)ROLLOVER AND IRA TRANSFER ADVICE, INSURANCE AND INSURANCE ADVICE

All web addresses on file

Official SEC filing: View on IAPD