Allan
Katz
Buckman Advisory Group LLC
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About this Advisor
Allan Katz is a chartered financial consultant working out of Little Silver, New Jersey with a total of 3 years of relevant experience. Katz is an advisor for Buckman Advisory Group LLC. They have spent all of their career at Buckman Advisory Group Llc. Katz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Buckman Advisory Group LLC is a registered investment firm that has its headquarters in Little Silver, NJ. The firm has a total of 17 financial advisors. It administers $204 million in assets among its 851 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves seven charities and foundations. Of its 851 accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors usually vary depending on the type of financial services. Fee types billed by Buckman Advisory Group LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckman Advisory Group LLC Brokerage Details
$203,746,534
17
851
$239,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Allan Katz Work History
Allan has been registered as a financial advisor for 3 years.*
Comprehensive Wealth Management Group,LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allan Katz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buckman Advisory Group LLC
North Palm Beach, FL
Little Silver, NJ
Boca Raton, FL
Boca Raton, FL
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
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