Karp & Associates
RIAState Registered
Total AUM
$7.1M
Discretionary
$7.1M
100% of AUM
Avg account
$209K
Accounts
34
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 141477
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Karp & Associates is a small, sole-proprietorship advisory practice serving individual and family clients, with portfolio management services that extend to small businesses. The firm charges fees as a percentage of assets under management and is organized around a single owner/operator model. It does not position itself as a capital allocator or pension consultant and is not flagged as an active ESG investor. Services appear focused on discretionary portfolio management rather than multi-state or institutional consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds30%
- Sovereign Bonds20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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