Karpus Investment Management

Karpus Investment Management (CRD# 110275) is a financial advisory firm headquartered in Pittsford, NY. They manage $3,546,295,967 in 2,165 accounts and serve the financial needs of clients across 46 states (or territories).

Current Firm Details
183 Sully's Trail, Pittsford, NY 14534
https://www.linkedin.com/company/karpus-investment-management/
By the Numbers
  • Total Assets Under Management
    3,546
    MILLION
  • Total Number of Accounts
    2,165
    ACCOUNTS
  • Average Account Value
    $1,638,012
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Karpus Investment Management
Showing 1 - 5 of 5 top financial advisors.
1
David Angeline, financial advisor Pittsford NY
David P. Angeline
CRD#: 7421166
183 Sully's Trail, Pittsford, NY 14534

David Angeline (CRD# 7421166) is an Investment Advisor Representative working at Karpus Investment Management in Pittsford, NY and has over 2 years of experience in the finance industry.

2
David D'ambrosio, financial advisor Pittsford NY
David A. D'ambrosio
CRD#: 4056925
183 Sully's Trail, Pittsford, NY 14534

David D'ambrosio (CRD# 4056925) is an Investment Advisor Representative working at Karpus Investment Management in Pittsford, NY and has over 24 years of experience in the finance industry.

3
Michael Floccare, financial advisor Pittsford NY
Michael C. Floccare
CRD#: 3111470
183 Sully's Trail, Pittsford, NY 14534

Michael Floccare (CRD# 3111470) is an Investment Advisor Representative working at Karpus Investment Management in Pittsford, NY and has over 25 years of experience in the finance industry.

4
Daniel Lippincott, financial advisor Pittsford NY
Daniel L. Lippincott
CRD#: 6019452
183 Sully's Trail, Pittsford, NY 14534

Daniel Lippincott (CRD# 6019452) is an Investment Advisor Representative working at Karpus Investment Management in Pittsford, NY and has 1 year of experience in the finance industry.

5
Christine Porter, financial advisor Pittsford NY
Christine M. Porter
CRD#: 2900052
183 Sully's Trail, Pittsford, NY 14534

Christine Porter (CRD# 2900052) is an Investment Advisor Representative working at Karpus Investment Management in Pittsford, NY and has over 23 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.

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