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).
Total Assets Under Management243MILLION
Total Number of Accounts137ACCOUNTS
Average Account Value$1,776,909
- 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 New York, NY and has over 22 years of experience in the finance industry.