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).

Current Firm Details
452 Fifth Avenue, 14th Floor, New York, NY 10018
http://www.karpasonline.com
By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $1,969,002
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 Karpas, financial advisor Litchfield CT
Matthew P. Karpas
CRD#: 1944507
33 West Street, Rear, P.o. Box 235, Litchfield, CT 06759
93
Wealthminder
score

Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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