Karpus Investment Management

Karpus Investment Management (CRD# 110275) is a financial advisory firm headquartered in Pittsford, NY. They manage $2,583,307,700 in 2,018 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,583
    MILLION
  • Total Number of Accounts
    2,018
    ACCOUNTS
  • Average Account Value
    $1,280,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Karpus Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
George W. Karpus
CRD#: 2356404
Estero Executive Center, 10600 Chevrolet Way, Suite 201, Estero, FL 33928
87
Wealthminder
score

George Karpus (CRD# 2356404) is an Investment Advisor Representative working at Karpus Investment Management in Estero, FL and has 1 year of experience in the finance industry.

2
Joann Vandegriff
CRD#: 2356605
Estero Executive Center, 10600 Chevrolet Way, Suite 201, Estero, FL 33928
87
Wealthminder
score

Joann Vandegriff (CRD# 2356605) is an Investment Advisor Representative working at Karpus Investment Management in Estero, FL and has 1 year of experience in the finance industry.

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