Clinton Investment Management, LLC

Clinton Investment Management, LLC (CRD# 143599) is a financial advisory firm headquartered in Stamford, CT. They manage $383,716,116 in 147 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $2,610,314
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, TX, VT

Financial Advisors at Clinton Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David A. Karpa
CRD#: 2948276
One Canterbury Green, 201 Broad Street, 4th Floor, Stamford, CT 06901
96
Wealthminder
score

David Karpa (CRD# 2948276) is an Investment Advisor Representative working at Clinton Investment Management, LLC in Stamford, CT and has over 19 years of experience in the finance industry.

2
Justin Carfora
CRD#: 5376437
One Canterbury Green, 201 Broad Street, 4th Floor, Stamford, CT 06901
93
Wealthminder
score

Justin Carfora (CRD# 5376437) is an Investment Advisor Representative working at Clinton Investment Management, LLC in Stamford, CT and has over 10 years of experience in the finance industry.

3
Andrew I. Clinton
CRD#: 2381848
One Canterbury Green, 201 Broad Street, 4th Floor, Stamford, CT 06901
93
Wealthminder
score

Andrew Clinton (CRD# 2381848) is an Investment Advisor Representative working at Clinton Investment Management, LLC in Stamford, CT and has over 23 years of experience in the finance industry.

4
Mark W. Steffen
CRD#: 1430657
One Canterbury Green, 201 Broad Street, 4th Floor, Stamford, CT 06901
93
Wealthminder
score

Mark Steffen (CRD# 1430657) is an Investment Advisor Representative working at Clinton Investment Management, LLC in Stamford, CT and has over 30 years of experience in the finance industry.

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