Karpas Strategies LLC
Karpas Strategies LLC (CRD# 108139) is a financial advisory firm headquartered in New York, NY. They manage $275,660,224 in 140 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management276MILLION
Total Number of Accounts140ACCOUNTS
Average Account Value$1,969,002
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, NE, NJ, NY
Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 23 years of experience in the finance industry.