Katz Family Financial Advisors, LLC

Issaquah, WA

Virginia

Registered In

12/07/2010

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Katz Family Financial Advisors, LLC at 1605 NW Sammamish Rd STE 250, Issaquah, Wa 98027 lists Mark Katz of Alexandria, VA.

Overview

Registered In

Virginia

Incorporation Date

12/07/2010

Company Type

Llc

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Mark Katz Registered Agent

3307 DUKE ST, ALEXANDRIA, VA 22314

Map & Locations

1605 NW SAMMAMISH RD STE 250, ISSAQUAH, WA 98027 View Map

Financials

Financial Information for Katz Family Financial Advisors, LLC

Form 5500

KATZ FAMILY FINANCIAL ADVISORS LLC

3307 Duke Street, Alexandria, Va 22314 (703) 822-5121 EIN:20-2477207 Plan Admin:Aly Katz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,805,829 / $1,573,806	2022	KATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$1,805,829 / $1,573,806
2021	Plan NameKATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,330,619 / $1,805,829	2021	KATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$1,330,619 / $1,805,829
2020	Plan NameKATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$1,899,195 / $1,330,619	2020	KATZ FAMILY FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 2	$1,899,195 / $1,330,619
2019	Plan NameKATZ FAMILY FINANCIAL ADVISOR LLC 401(K) RG PS PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,366,380 / $1,899,195	2019	KATZ FAMILY FINANCIAL ADVISOR LLC 401(K) RG PS PLAN & TRUST - Plan #001	3 / 3	$1,366,380 / $1,899,195

Benefit & Retirement Plans based on Form 5500.

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Address Match:1605 Nw Sammamish Rd Ste 250 Issaquah, WA

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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor