Karpas Strategies LLC

Karpas Strategies LLC (CRD# 108139) is a financial advisory firm headquartered in New York, NY. They manage $243,436,578 in 137 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $1,776,909
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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
488 Madison Avenue, 17th Floor, New York, NY 10022
93
Wealthminder
score

Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in New York, NY and has over 21 years of experience in the finance industry.

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