KATZ FAMILY FINANCIAL ADVISORS, LLC of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 133600). Regulatory assets under management: $110.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| KATZ LAWRENCE WOLFRED | MANAGING MEMBER | — |
| KATZ MARK EDWARD | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KATZ SUSAN NMN | MANAGING MEMBER | — |
| KATZ SUSAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KLUG KEITH ALDEN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |