What is Katz Family Financial's NAICS code?

Katz Family Financial's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Personalized Service Katz Family Financial offers a highly personalized and client-focused approach, providing tailored investment management and financial planning services to families, individuals, and organizations. This emphasis on personalized care presents opportunities to introduce advanced wealth management solutions and exclusive financial products.

Boutique Expertise With over 55 years of research and a close-knit team of 2-10 employees, the firm values disciplined research and active portfolio management. Engaging with the firm could enable providers of high-touch advisory services or specialized financial technologies to meet their focus on research-driven strategies.

Technology Stack Utilizing common web technologies such as PHP, jQuery, and Bootstrap, they maintain a digital presence that could be enhanced with innovative client engagement tools, portfolio analysis software, or back-office integration solutions to improve operational efficiency.

Growth Potential Though current revenue is modest between 1 million and 10 million, the firm's long-standing experience and niche focus suggest potential for expansion into new markets or the adoption of scalable fintech platforms to support growth and attract new clientele.

Competitive Landscape Positioned within a competitive environment alongside major firms like Fidelity and Morgan Stanley, Katz Family Financial presents an opening for specialized, boutique consulting or niche investment products that differentiate from large-scale providers and appeal to discerning clients seeking personalized attention.

Similar companies to 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 Formats	Example	Percentage
First@katzfamilyfinancial.com	John@katzfamilyfinancial.com	43%
First.Last@katzfamilyfinancial.com	John.Doe@katzfamilyfinancial.com	7%
First@katzfamilyfinancial.com	John@katzfamilyfinancial.com	43%
First.Last@katzfamilyfinancial.com	John.Doe@katzfamilyfinancial.com	7%

Frequently Asked Questions

Where is Katz Family Financial's headquarters located?

Katz Family Financial's main headquarters is located at 3307 Duke Street Alexandria, Virginia United States. The company has employees across 1 continents, including North America.

What is Katz Family Financial's phone number?

You can contact Katz Family Financial's main corporate office by phone at

+1-301-961-****

. 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?

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?

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?

As of March 2026, 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?

Katz Family Financial operates in the Investment Management industry.

What technology does Katz Family Financial use?

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

What is Katz Family Financial's email format?

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?

Katz Family Financial was founded in 2003.

Katz Family Financial

Q: How many employees does Katz Family Financial have currently?

Katz Family Financial has approximately 7 employees.

Q: What technology does Katz Family Financial use?

Katz Family Financial's tech stack includes HTTP/3, Yoast SEO, X-XSS-Protection, WordPress, Google Tag Manager.

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.