What departments does Katz Family Financial have?

Katz Family Financial has employees across 1 departments including Entrepreneurship.

What is the largest department at Katz Family Financial?

The largest department at Katz Family Financial is Entrepreneurship with 1 employees.

Where are Katz Family Financial employees located globally?

Katz Family Financial has employees across 1 continents and 1 countries including United States Of America.

How has Katz Family Financial's team size changed over time?

Katz Family Financial's team has decreased from approximately 3 to 2 employees based on available data.

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Katz Family Financial Employee Directory

Investment ManagementVirginia, United States2-10 Employees

Based in Alexandria, Virginia, Katz Family Financial operates as a boutique, family-run investment management firm. The team brings more than five decades of research and asset management experience, collectively exceeding a century of professional know-how. Guided by a proprietary research model, the firm pursues active portfolio management with the aim of outperforming market benchmarks. Its client base includes families, individuals, and organizations, and it offers a personalized approach that goes beyond standard investment strategy. Acting as personal portfolio managers and trusted advisers, Katz Family Financial supports clients across all aspects of their financial lives.

Katz Family Financial Global Highlights

North America
10

United States Of America
10

Katz Family Financial's Leadership

D. Z.
Owner
Mobile Phone
Email
M. K.
Managing Member
Mobile Phone
Email

Katz Family Financial Employee Metrics

100%

50%

2026

2025

Business
Business Development
Accounting
Administrative
Analytics
Other
Arts & Design
Banking

Contact profiles from Katz Family Financial

Name

Title

Contact Info

Location

Last Update

D. Z.
Owner
Mobile Phone
Email
Nov 03, 2025
M. K.
Managing Member
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Katz Family Financial known for?

Katz Family Financial was founded in 2003 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-301-961-****

. Explore Katz Family Financial's company overview page for more information.

What is Katz Family Financial's most common email format?

Katz Family Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Katz Family Financial email formats with LeadIQ.

How many employees does Katz Family Financial have currently?

Katz Family Financial has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Katz Family Financial's key employees and leadership?

As of July 2026, Katz Family Financial's key employees include:

Owner: D. Z.
Managing Member: M. K.

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Katz Family Financial Employee Directory

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