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KATZ FAMILY FINANCIAL ADVISORS LLC

EIN 20-2477207-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
2
3307 DUKE STREET - ALEXANDRIA, VA 22314703-822-5121katzfamilyfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.4M - 2 part

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Retirement#001

KATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.4M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$1.4M22024
Retirement plans
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