Brian Katz CIMA - Senior Vice President - Morgan Stanley Smith Barney
Fee based investment management consulting creating custom tailored asset allocation & investment planning strategies using non-proprietary,
independent professional money managers in both the traditional and alternative investment arena. $1,000,000 minimum.
(818)382-5740 (818)382-5757 Fax
15260 Ventura Blvd Sherman Oaks, CA 91403-5316 -
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