RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2023
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
KLUG, KEITH, ALDENIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
KATZ, MARK, EDWARDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, MARK, EDWARDIMANAGING MEMBERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
KATZ, SUSAN, (NMN)IMANAGING MEMBERC Control
KATZ, SUSAN, (NMN)IMANAGING MEMBERC Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control
KATZ, LAWRENCE, WOLFREDIMANAGING MEMBERB Control

Registrations

Federal

IA
Mar 22, 2023 REGISTERED

Notice Filings (10)

CA DC FL LA MD NJ NY TX VA WA

Address

3307 DUKE STREET
ALEXANDRIA, VA 22314-4522
United States
Phone: 301-961-6030