Karpas Strategies LLC
Karpas Strategies LLC (CRD# 108139) is a financial advisory firm headquartered in Litchfield, CT. They manage $401,221,529 in 186 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management401MILLION
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Total Number of Accounts186ACCOUNTS
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Average Account Value$2,157,105
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NE, NJ, NY
Financial Advisors at Karpas Strategies LLC
1
Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 28 years of experience in the finance industry.
2
Zachary Chernus (CRD# 6339482) is an Investment Advisor Representative working at Karpas Strategies LLC in Greenwich, CT and has 1 year of experience in the finance industry.
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