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Building 2KARAGOSIAN FINANCIAL SERVICES, INC

Map pinCROTON ON HUDSON, NY
Phone212-213-1898
NotebookSEC #801-121523
Total AUM
$26.8M
Employees
1
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BALTIC PLACE 201D
CROTON ON HUDSON
NY 10520
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-213-1898

ReceiptFinancials

Total AUM
$26.8M
Accounts
53
Discretionary
$25.8M
Accounts
48
Non-Discretionary
$999.9K
Accounts
5

ContactClients

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Individual Clients
40
AUM
$9.3M
HNW Individual Clients
12
AUM
$17.5M
Charitable Organization Clients
1
AUM
$10.3K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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