Patricia KarolczakCRD Number: 5329855
Current Firm: Asset Consulting Group, LLC
Patricia Karolczak (CRD# 5329855) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Clayton, MO and has over 7 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Asset Consulting Group, Inc.||St. Louis, MO||Oct 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management83MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$41,476,290
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, MO, OK, TX