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Gathering insights about Katz Family Financial

Katz Family Financial Tech Stack

Katz Family Financial uses 8 technology products and services including Trident AB, jsDelivr, BootstrapCDN, and more. Explore Katz Family Financial's tech stack below.

  • Trident AB
    A/B Testing
  • jsDelivr
    Content Delivery Network
  • BootstrapCDN
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Twenty Twenty-One
    Web Platform Extensions

Media & News

Katz Family Financial's Email Address Formats

Katz Family Financial uses at least 1 format(s):
Katz Family Financial Email FormatsExamplePercentage
First@katzfamilyfinancial.comJohn@katzfamilyfinancial.com
43%
First.Last@katzfamilyfinancial.comJohn.Doe@katzfamilyfinancial.com
7%
First@katzfamilyfinancial.comJohn@katzfamilyfinancial.com
43%
First.Last@katzfamilyfinancial.comJohn.Doe@katzfamilyfinancial.com
7%

Frequently Asked Questions

What is Katz Family Financial's phone number?

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You can contact Katz Family Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Katz Family Financial's official website and social media links?

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Katz Family Financial's official website is katzfamilyfinancial.com and has social profiles on LinkedIn.

What is Katz Family Financial's SIC code NAICS code?

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Katz Family Financial's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Katz Family Financial have currently?

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As of December 2025, Katz Family Financial has approximately 7 employees across 1 continents, including North America. Key team members include Partner And Managing Member: J. K.Owner: D. Z.Managing Member: M. K.. Explore Katz Family Financial's employee directory with LeadIQ.

What industry does Katz Family Financial belong to?

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Katz Family Financial operates in the Investment Management industry.

What technology does Katz Family Financial use?

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Katz Family Financial's tech stack includes Trident ABjsDelivrBootstrapCDNjQueryPHPBootstrapX-Content-Type-OptionsTwenty Twenty-One.

What is Katz Family Financial's email format?

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Katz Family Financial's email format typically follows the pattern of First@katzfamilyfinancial.com. Find more Katz Family Financial email formats with LeadIQ.

When was Katz Family Financial founded?

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Katz Family Financial was founded in 2003.

Katz Family Financial

Investment ManagementVirginia, United States2-10 Employees

We’re a family-run, boutique investment firm with 55 years of research and asset management experience — and over 100 years of combined experience.

We take pride in our disciplined research and active portfolio management, both guided by our proprietary research model and our goal of beating the market.

We work with families, individuals, and organizations, offering a personalized approach that goes beyond investment strategy. As personal portfolio managers and trusted advisors, we support our clients across all areas of their financial lives.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Katz Family Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Katz Family Financial's revenue is estimated to be in the range of $1M$10M

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