The Karras Company, Inc.

The Karras Company, Inc. (CRD# 109578) is a financial advisory firm headquartered in Roy, UT. They manage $315,162,614 in 717 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4695 South 1900 West, Suite 3, Roy, UT 84067
http://www.raymondjames.com/thekarrascompanyinc
By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    717
    ACCOUNTS
  • Average Account Value
    $439,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at The Karras Company, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Boyd Hansen, financial advisor Roy UT
Boyd R. Hansen
CRD#: 1264358
4695 South 1900 West, Suite 3, Roy, UT 84067

Boyd Hansen (CRD# 1264358) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 39 years of experience in the finance industry.

2
Brett Karras, financial advisor Roy UT
Brett N. Karras
CRD#: 2313758
4695 South 1900 West, Roy, UT 84067
Brett Karras (CRD# 2313758) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 26 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 putclients' interests first and comply with the Financial Planning Practice Standards.
3
Nolan Karras, financial advisor Roy UT
Nolan E. Karras
CRD#: 1195441
4695 S 1900 West, Suite 3, Roy, UT 84067

Nolan Karras (CRD# 1195441) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 40 years of experience in the finance industry.

4
William Merrell, financial advisor Roy UT
William B. Merrell
CRD#: 5593043
4695 South 1900 West, Suite 3, Roy, UT 84067

William Merrell (CRD# 5593043) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 11 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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