KATZ CAPITAL ADVISORS

KATZ CAPITAL ADVISORS of CALDWELL, ID is an SEC-registered investment adviser (CRD 334834).

Registration

• CRD: 334834
• Type: Registered investment adviser
• Location: 217 W BEECH ST, CALDWELL, ID, 83605
• Phone: 208 850 5289
• Latest filing: 2025-01-29
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334834 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search