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Karpas Strategies Llc
Litchfield, Connecticut
Karpas Strategies LLC, a small investment advisory firm based out of Litchfield, CT, is committed to delivering exceptional financial expertise and personalized service to their clients. With two offices strategically located, Karpas Strategies LLC ensures convenient access for their clientele.
Dedicated to investment advisory services, Karpas Strategies LLC has a team of two highly skilled employees who possess in-depth knowledge and experience in the financial industry. Their investment advisors consistently maintain an impressive average of approximately $191,650,000 in assets under management, surpassing the industry average ...see more
Assets Under Mgmt
$383.31M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
Reviews for Karpas Strategies Llc
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