The Karras Company, Inc.
The Karras Company, Inc. (CRD# 109578) is a financial advisory firm headquartered in Roy, UT. They manage $995,847,981 in 246 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management996MILLION
Total Number of Accounts246ACCOUNTS
Average Account Value$4,048,163
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Brett Karras (CRD# 2313758) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 23 years of experience in the finance industry. Brett Karras has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nolan Karras (CRD# 1195441) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 32 years of experience in the finance industry.