You work hard to provide for your family, today and tomorrow. Our experience working as a family in the financial industry, and our focus on families allows us to keep the most important thing in your life at the forefront of your financial planning and management goals. We understand multigenerational investment goals and accommodate them within our investment philosophy and fee structure. For example, we accept small accounts within your family in order to provide them with the same personalized service that you receive.
View Top Employees from Katz Family Financial AdvisorsWebsite | http://katzfamilyfinancial.com/ |
Revenue | $5 million |
Employees | 4 (2 on RocketReach) |
Address | 3307 Duke St, Alexandria, Virginia 22314, US |
Phone | (703) 822-5121 |
Fax | (301) 542-0033 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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The Katz Family Financial Advisors annual revenue was $5 million in 2024.
2 people are employed at Katz Family Financial Advisors.
Katz Family Financial Advisors is based in Alexandria, Virginia.
The NAICS codes for Katz Family Financial Advisors are [523, 52, 5239, 52393].
The SIC codes for Katz Family Financial Advisors are [628, 62].