Karpas Strategies LLC

Karpas Strategies LLC (CRD# 108139) is a financial advisory firm headquartered in Litchfield, CT. They manage $343,172,131 in 145 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $2,366,704
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

CT, FL, NE, NJ, NY

Financial Advisors at Karpas Strategies LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew P. Karpas
CRD#: 1944507
33 West Street, Rear, P.o. Box 235, Litchfield, CT 06759

Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.