KATZ FAMILY FINANCIAL ADVISORS, LLC
CRD #133600 SEC #801-81034 ALEXANDRIA, VA 301-961-6030
SEC Registered
Total AUM
$81M
Discretionary
$0
Employees
3
Clients
0
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $81M | $0 | $81M | 3 | 0 |
| Mar 2022 | $96M | $0 | $96M | 3 | 0 |
| Jun 2021 | $85M | $0 | $85M | 3 | 0 |
| Apr 2021 | $85M | $0 | $85M | 3 | 0 |
| Apr 2021 | $85M | $0 | $85M | 3 | 0 |
| Mar 2021 | $85M | $0 | $85M | 3 | 0 |
| Feb 2021 | $77.9M | $0 | $77.9M | 3 | 0 |
| Jan 2021 | $77.9M | $0 | $77.9M | 3 | 0 |
| Dec 2020 | $77.9M | $0 | $77.9M | 3 | 0 |
| Dec 2020 | $74M | $0 | $74M | 3 | 0 |
| Mar 2020 | $74M | $0 | $74M | 3 | 0 |
| Nov 2019 | $75M | $0 | $75M | 2 | 0 |
| Aug 2019 | $75M | $0 | $75M | 2 | 0 |
| Mar 2019 | $140.5M | $0 | $140.5M | 5 | 0 |
| Jul 2018 | $150M | $0 | $150M | 5 | 0 |
| Mar 2018 | $150M | $0 | $150M | 5 | 0 |
| Mar 2017 | $120.9M | $0 | $120.9M | 3 | 225 |
| Feb 2017 | $120.9M | $0 | $120.9M | 3 | 225 |
| Apr 2016 | $103.9M | $0 | $103.9M | 3 | 200 |
| Mar 2016 | $103.9M | $103.9M | $0 | 3 | 200 |
| Feb 2015 | $114.6M | $0 | $114.6M | 3 | 200 |
| Jun 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| Jun 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| Jun 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| May 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| May 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| Apr 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| Feb 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| Jan 2012 | $63.4M | $0 | $63.4M | 1 | 300 |
| Mar 2011 | $57.3M | $1.6M | $55.7M | 5 | -- |
| Oct 2010 | $54.7M | $975K | $53.7M | 5 | -- |
| Jul 2010 | $54.7M | $975K | $53.7M | 5 | -- |
| Apr 2009 | $41M | $1.5M | $39.5M | 5 | -- |
| Mar 2009 | $41M | $1.5M | $39.5M | 5 | -- |
| Jun 2007 | $82M | $20K | $82M | 5 | -- |
| Feb 2007 | $82M | $20K | $82M | 5 | -- |
| Jan 2006 | $60.5M | $60.5M | $0 | 5 | -- |
| Jun 2005 | $60.5M | $60.5M | $0 | 5 | -- |
| Feb 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2023
Total AUM$81M
Discretionary$0
Non-Disc.$81M
Employees3
Clients0
DateMar 2022
Total AUM$96M
Discretionary$0
Non-Disc.$96M
Employees3
Clients0
DateJun 2021
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees3
Clients0
DateApr 2021
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees3
Clients0
DateApr 2021
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees3
Clients0
DateMar 2021
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees3
Clients0
DateFeb 2021
Total AUM$77.9M
Discretionary$0
Non-Disc.$77.9M
Employees3
Clients0
DateJan 2021
Total AUM$77.9M
Discretionary$0
Non-Disc.$77.9M
Employees3
Clients0
DateDec 2020
Total AUM$77.9M
Discretionary$0
Non-Disc.$77.9M
Employees3
Clients0
DateDec 2020
Total AUM$74M
Discretionary$0
Non-Disc.$74M
Employees3
Clients0
DateMar 2020
Total AUM$74M
Discretionary$0
Non-Disc.$74M
Employees3
Clients0
DateNov 2019
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees2
Clients0
DateAug 2019
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees2
Clients0
DateMar 2019
Total AUM$140.5M
Discretionary$0
Non-Disc.$140.5M
Employees5
Clients0
DateJul 2018
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients0
DateMar 2018
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients0
DateMar 2017
Total AUM$120.9M
Discretionary$0
Non-Disc.$120.9M
Employees3
Clients225
DateFeb 2017
Total AUM$120.9M
Discretionary$0
Non-Disc.$120.9M
Employees3
Clients225
DateApr 2016
Total AUM$103.9M
Discretionary$0
Non-Disc.$103.9M
Employees3
Clients200
DateMar 2016
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees3
Clients200
DateFeb 2015
Total AUM$114.6M
Discretionary$0
Non-Disc.$114.6M
Employees3
Clients200
DateJun 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateJun 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateJun 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateMay 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateMay 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateApr 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateFeb 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateJan 2012
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees1
Clients300
DateMar 2011
Total AUM$57.3M
Discretionary$1.6M
Non-Disc.$55.7M
Employees5
Clients--
DateOct 2010
Total AUM$54.7M
Discretionary$975K
Non-Disc.$53.7M
Employees5
Clients--
DateJul 2010
Total AUM$54.7M
Discretionary$975K
Non-Disc.$53.7M
Employees5
Clients--
DateApr 2009
Total AUM$41M
Discretionary$1.5M
Non-Disc.$39.5M
Employees5
Clients--
DateMar 2009
Total AUM$41M
Discretionary$1.5M
Non-Disc.$39.5M
Employees5
Clients--
DateJun 2007
Total AUM$82M
Discretionary$20K
Non-Disc.$82M
Employees5
Clients--
DateFeb 2007
Total AUM$82M
Discretionary$20K
Non-Disc.$82M
Employees5
Clients--
DateJan 2006
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--