Adviser Profile
| As of Date | 08/10/2026 |
| Registration | SEC, Approved, 08/11/2026 |
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| Former registrations | |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 117,322,316 |
| of that, discretionary | 115,707,072 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 634,175 |
| % High Net Worth | 59.68% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. | Filing Date06/15/2026 | Form ADV-E View Report |
| Accounting Firm Name KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. | Filing Date10/24/2025 | Form ADV-E View Report |
| Accounting Firm Name KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. | Filing Date05/23/2024 | Form ADV-E View Report |